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 | $194,956 | $73,933+163.7% | $96,683+101.6% | $75,163+159.4% |
| Participation rate | 49.2% | 66.4%-17.3pp | 74.3%-25.2pp | 67.2%-18.0pp |
| Annual return | 16.48% | 26.70%-10.2pp | 35.69%-19.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,873 | $2,928-36.0% | $3,737-49.9% | $2,670-29.8% |
| Participant deferral / active EE | $4,018 | $3,659+9.8% | $4,878-17.6% | $4,125-2.6% |
| Admin fee / account holder | $4,980 | $5,216-4.5% | $6,730-26.0% | $5,651-11.9% |