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 | $180,580 | $51,175+252.9% | $70,515+156.1% | $75,163+140.2% |
| Participation rate | 60.9% | 60.9%-0.1pp | 68.3%-7.5pp | 67.2%-6.3pp |
| Annual return | 22.05% | 30.02%-8.0pp | 32.77%-10.7pp | 160.62%-138.6pp |
| Employer contribution / active EE | $2,929 | $1,826+60.4% | $2,973-1.5% | $2,670+9.7% |
| Participant deferral / active EE | $5,265 | $2,849+84.8% | $4,567+15.3% | $4,125+27.6% |
| Admin fee / account holder | $3,789 | $4,091-7.4% | $6,412-40.9% | $5,651-33.0% |