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 | $173,347 | $110,257+57.2% | $96,544+79.6% | $139,434+24.3% |
| Participation rate | 57.9% | 78.1%-20.2pp | 76.0%-18.1pp | 80.3%-22.4pp |
| Annual return | 13.19% | 26.32%-13.1pp | 25.84%-12.7pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,457 | $3,620-32.1% | $2,965-17.1% | $4,751-48.3% |
| Participant deferral / active EE | $5,792 | $5,548+4.4% | $4,851+19.4% | $6,710-13.7% |
| Admin fee / account holder | $10,686 | $11,591-7.8% | $8,252+29.5% | $11,403-6.3% |