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 | $169,062 | $72,277+133.9% | $101,248+67.0% | $79,858+111.7% |
| Participation rate | 60.7% | 68.5%-7.8pp | 75.8%-15.2pp | 69.6%-9.0pp |
| Annual return | 14.08% | 22.30%-8.2pp | 46.47%-32.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,673 | $2,692-37.8% | $3,660-54.3% | $2,471-32.3% |
| Participant deferral / active EE | $3,597 | $3,282+9.6% | $4,370-17.7% | $3,740-3.8% |
| Admin fee / account holder | $4,479 | $4,400+1.8% | $5,945-24.7% | $5,306-15.6% |