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 | $176,364 | $109,881+60.5% | $150,045+17.5% | $84,808+108.0% |
| Participation rate | 64.0% | 76.1%-12.1pp | 82.3%-18.3pp | 68.3%-4.3pp |
| Annual return | 14.26% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,382 | $3,561-61.2% | $4,693-70.6% | $2,631-47.5% |
| Participant deferral / active EE | $4,892 | $6,636-26.3% | $7,997-38.8% | $4,212+16.2% |
| Admin fee / account holder | $2,305 | $8,568-73.1% | $13,435-82.8% | $7,344-68.6% |