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 | $171,926 | $93,571+83.7% | $135,903+26.5% | $75,163+128.7% |
| Participation rate | 58.2% | 75.2%-17.0pp | 81.9%-23.7pp | 67.2%-9.0pp |
| Annual return | 22.41% | 30.90%-8.5pp | 68.23%-45.8pp | 160.62%-138.2pp |
| Employer contribution / active EE | $1,447 | $3,537-59.1% | $4,856-70.2% | $2,670-45.8% |
| Participant deferral / active EE | $4,891 | $6,404-23.6% | $7,758-36.9% | $4,125+18.6% |
| Admin fee / account holder | $4,110 | $6,975-41.1% | $10,762-61.8% | $5,651-27.3% |