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 | $147,227 | $77,899+89.0% | $149,673-1.6% | $75,163+95.9% |
| Participation rate | 65.5% | 65.6%-0.1pp | 78.8%-13.3pp | 67.2%-1.7pp |
| Annual return | 18.47% | 31.72%-13.2pp | 134.42%-115.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,553 | $3,137-18.6% | $4,818-47.0% | $2,670-4.4% |
| Participant deferral / active EE | $5,611 | $3,411+64.5% | $5,680-1.2% | $4,125+36.0% |
| Admin fee / account holder | $2,338 | $5,956-60.7% | $13,210-82.3% | $5,651-58.6% |