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 | $133,599 | $80,968+65.0% | $96,544+38.4% | $75,163+77.7% |
| Participation rate | 60.6% | 71.8%-11.1pp | 76.0%-15.3pp | 67.2%-6.6pp |
| Annual return | 18.06% | 27.06%-9.0pp | 25.84%-7.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,369 | $2,282+3.8% | $2,965-20.1% | $2,670-11.3% |
| Participant deferral / active EE | $4,324 | $3,928+10.1% | $4,851-10.9% | $4,125+4.8% |
| Admin fee / account holder | $2,661 | $6,724-60.4% | $8,252-67.8% | $5,651-52.9% |