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 | $163,771 | $109,881+49.0% | $150,045+9.1% | $84,808+93.1% |
| Participation rate | 38.5% | 76.1%-37.6pp | 82.3%-43.9pp | 68.3%-29.8pp |
| Annual return | 16.48% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,234 | $3,561-65.3% | $4,693-73.7% | $2,631-53.1% |
| Participant deferral / active EE | $4,302 | $6,636-35.2% | $7,997-46.2% | $4,212+2.2% |
| Admin fee / account holder | $2,801 | $8,568-67.3% | $13,435-79.2% | $7,344-61.9% |