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 | $155,491 | $73,933+110.3% | $96,683+60.8% | $75,163+106.9% |
| Participation rate | 65.2% | 66.4%-1.2pp | 74.3%-9.1pp | 67.2%-2.0pp |
| Annual return | 20.10% | 26.70%-6.6pp | 35.69%-15.6pp | 160.62%-140.5pp |
| Employer contribution / active EE | $2,583 | $2,928-11.8% | $3,737-30.9% | $2,670-3.3% |
| Participant deferral / active EE | $7,540 | $3,659+106.1% | $4,878+54.6% | $4,125+82.8% |
| Admin fee / account holder | $8,068 | $5,216+54.7% | $6,730+19.9% | $5,651+42.8% |