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 | $151,440 | $109,413+38.4% | $156,263-3.1% | $84,808+78.6% |
| Participation rate | 43.8% | 72.7%-28.9pp | 78.9%-35.2pp | 68.3%-24.6pp |
| Annual return | 18.77% | 20.18%-1.4pp | 59.47%-40.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,568 | $2,907-46.1% | $4,333-63.8% | $2,631-40.4% |
| Participant deferral / active EE | $4,234 | $4,590-7.7% | $6,158-31.2% | $4,212+0.5% |
| Admin fee / account holder | $949 | $9,357-89.9% | $14,255-93.3% | $7,344-87.1% |