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 5-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 | $148,906 | $87,013+71.1% | $106,213+40.2% | $80,856+84.2% |
| Participation rate | 65.0% | 70.4%-5.4pp | 75.3%-10.3pp | 67.6%-2.6pp |
| Annual return | 13.69% | 17.05%-3.4pp | 116.14%-102.4pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,366 | $2,395-43.0% | $3,171-56.9% | $2,755-50.4% |
| Participant deferral / active EE | $4,768 | $3,986+19.6% | $5,016-4.9% | $4,296+11.0% |
| Admin fee / account holder | $2,163 | $8,431-74.4% | $11,033-80.4% | $6,918-68.7% |