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 | $152,812 | $73,933+106.7% | $96,683+58.1% | $75,163+103.3% |
| Participation rate | 62.1% | 66.4%-4.4pp | 74.3%-12.3pp | 67.2%-5.1pp |
| Annual return | 15.66% | 26.70%-11.0pp | 35.69%-20.0pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,465 | $2,928-15.8% | $3,737-34.0% | $2,670-7.7% |
| Participant deferral / active EE | $5,248 | $3,659+43.4% | $4,878+7.6% | $4,125+27.2% |
| Admin fee / account holder | $4,196 | $5,216-19.6% | $6,730-37.6% | $5,651-25.7% |