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 | $154,481 | $73,787+109.4% | $98,716+56.5% | $82,448+87.4% |
| Participation rate | 61.4% | 61.4%0pp | 69.3%-7.9pp | 68.1%-6.7pp |
| Annual return | 14.08% | 18.57%-4.5pp | 31.81%-17.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,356 | $1,511-10.3% | $2,279-40.5% | $2,551-46.8% |
| Participant deferral / active EE | $5,093 | $3,081+65.3% | $4,048+25.8% | $4,139+23.0% |
| Admin fee / account holder | $2,100 | $6,500-67.7% | $8,703-75.9% | $7,234-71.0% |