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 | $172,695 | $56,053+208.1% | $75,972+127.3% | $80,856+113.6% |
| Participation rate | 54.2% | 62.0%-7.9pp | 69.1%-14.9pp | 67.6%-13.5pp |
| Annual return | 15.20% | 20.53%-5.3pp | 359.55%-344.3pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,599 | $1,874-14.7% | $2,685-40.5% | $2,755-42.0% |
| Participant deferral / active EE | $4,994 | $3,052+63.6% | $4,255+17.3% | $4,296+16.2% |
| Admin fee / account holder | $1,715 | $5,234-67.2% | $6,467-73.5% | $6,918-75.2% |