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 | $162,642 | $109,413+48.6% | $156,263+4.1% | $84,808+91.8% |
| Participation rate | 54.2% | 72.7%-18.5pp | 78.9%-24.7pp | 68.3%-14.1pp |
| Annual return | 14.01% | 20.18%-6.2pp | 59.47%-45.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,885 | $2,907-35.2% | $4,333-56.5% | $2,631-28.4% |
| Participant deferral / active EE | $6,342 | $4,590+38.2% | $6,158+3.0% | $4,212+50.6% |
| Admin fee / account holder | $3,199 | $9,357-65.8% | $14,255-77.6% | $7,344-56.4% |