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 | $176,053 | $87,013+102.3% | $106,213+65.8% | $80,856+117.7% |
| Participation rate | 64.3% | 70.4%-6.2pp | 75.3%-11.0pp | 67.6%-3.4pp |
| Annual return | 13.60% | 17.05%-3.5pp | 116.14%-102.5pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,022 | $2,395-15.6% | $3,171-36.2% | $2,755-26.6% |
| Participant deferral / active EE | $4,952 | $3,986+24.2% | $5,016-1.3% | $4,296+15.3% |
| Admin fee / account holder | $4,411 | $8,431-47.7% | $11,033-60.0% | $6,918-36.2% |