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 | $174,172 | $95,453+82.5% | $112,040+55.5% | $82,448+111.3% |
| Participation rate | 52.6% | 72.8%-20.1pp | 76.5%-23.9pp | 68.1%-15.4pp |
| Annual return | 13.48% | 23.92%-10.4pp | 24.52%-11.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,762 | $2,318-24.0% | $2,954-40.4% | $2,551-30.9% |
| Participant deferral / active EE | $4,344 | $4,224+2.8% | $5,098-14.8% | $4,139+4.9% |
| Admin fee / account holder | $8,280 | $9,013-8.1% | $12,098-31.6% | $7,234+14.5% |