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 | $179,285 | $80,717+122.1% | $154,803+15.8% | $84,808+111.4% |
| Participation rate | 48.6% | 66.8%-18.2pp | 78.1%-29.5pp | 68.3%-19.7pp |
| Annual return | 36.19% | 37.96%-1.8pp | 58.88%-22.7pp | 40.90%-4.7pp |
| Employer contribution / active EE | $1,736 | $2,761-37.1% | $4,305-59.7% | $2,631-34.0% |
| Participant deferral / active EE | $4,352 | $3,303+31.8% | $5,540-21.5% | $4,212+3.3% |
| Admin fee / account holder | $8,468 | $6,746+25.5% | $14,329-40.9% | $7,344+15.3% |