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 | $168,606 | $49,915+237.8% | $154,803+8.9% | $74,304+126.9% |
| Participation rate | 52.8% | 54.0%-1.2pp | 78.1%-25.3pp | 60.3%-7.6pp |
| Annual return | 16.21% | 34.06%-17.8pp | 58.88%-42.7pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,955 | $1,611+21.3% | $4,305-54.6% | $2,241-12.8% |
| Participant deferral / active EE | $4,050 | $2,255+79.6% | $5,540-26.9% | $3,767+7.5% |
| Admin fee / account holder | $4,475 | $2,189+104.4% | $14,329-68.8% | $2,969+50.7% |