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 | $178,469 | $101,724+75.4% | $164,813+8.3% | $80,856+120.7% |
| Participation rate | 65.5% | 71.8%-6.3pp | 78.6%-13.1pp | 67.6%-2.1pp |
| Annual return | 15.64% | 16.72%-1.1pp | 69.93%-54.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $5,529 | $2,953+87.2% | $4,341+27.4% | $2,755+100.7% |
| Participant deferral / active EE | $6,235 | $4,477+39.3% | $6,031+3.4% | $4,296+45.1% |
| Admin fee / account holder | $4,177 | $8,227-49.2% | $12,690-67.1% | $6,918-39.6% |