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 | $189,097 | $63,355+198.5% | $91,989+105.6% | $72,985+159.1% |
| Participation rate | 67.1% | 72.5%-5.4pp | 78.6%-11.5pp | 69.5%-2.4pp |
| Annual return | 23.54% | 35.35%-11.8pp | 69.02%-45.5pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,668 | $2,116+26.1% | $3,452-22.7% | $2,440+9.4% |
| Participant deferral / active EE | $5,906 | $4,883+21.0% | $5,923-0.3% | $3,607+63.7% |
| Admin fee / account holder | $4,329 | $4,668-7.3% | $7,743-44.1% | $5,124-15.5% |