See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,873 | $76,050+95.8% | $96,544+54.2% | $71,457+108.3% |
| Participation rate | 51.3% | 74.4%-23.1pp | 76.0%-24.6pp | 67.9%-16.6pp |
| Annual return | 16.62% | 22.81%-6.2pp | 25.84%-9.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,667 | $2,244-25.7% | $2,965-43.8% | $2,588-35.6% |
| Participant deferral / active EE | $5,859 | $4,215+39.0% | $4,851+20.8% | $4,289+36.6% |
| Admin fee / account holder | $7,088 | $2,707+161.8% | $8,252-14.1% | $1,587+346.6% |