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 | $184,401 | $80,717+128.5% | $154,803+19.1% | $84,808+117.4% |
| Participation rate | 59.3% | 66.8%-7.5pp | 78.1%-18.8pp | 68.3%-9.0pp |
| Annual return | 16.62% | 37.96%-21.3pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,689 | $2,761-38.8% | $4,305-60.8% | $2,631-35.8% |
| Participant deferral / active EE | $5,397 | $3,303+63.4% | $5,540-2.6% | $4,212+28.2% |
| Admin fee / account holder | $1,011 | $6,746-85.0% | $14,329-92.9% | $7,344-86.2% |