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 | $155,016 | $76,670+102.2% | $96,683+60.3% | $71,457+116.9% |
| Participation rate | 42.0% | 66.6%-24.5pp | 74.3%-32.3pp | 67.9%-25.9pp |
| Annual return | 15.81% | 48.29%-32.5pp | 35.69%-19.9pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,371 | $3,031-54.8% | $3,737-63.3% | $2,588-47.0% |
| Participant deferral / active EE | $5,935 | $3,771+57.4% | $4,878+21.7% | $4,289+38.4% |
| Admin fee / account holder | $4,993 | $2,028+146.2% | $6,730-25.8% | $1,587+214.6% |