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 | $152,675 | $73,933+106.5% | $96,683+57.9% | $75,163+103.1% |
| Participation rate | 62.1% | 66.4%-4.3pp | 74.3%-12.2pp | 67.2%-5.1pp |
| Annual return | 16.43% | 26.70%-10.3pp | 35.69%-19.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $7,357 | $2,928+151.3% | $3,737+96.9% | $2,670+175.5% |
| Participant deferral / active EE | $2,286 | $3,659-37.5% | $4,878-53.1% | $4,125-44.6% |
| Admin fee / account holder | $1,097 | $5,216-79.0% | $6,730-83.7% | $5,651-80.6% |