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 | $170,058 | $71,050+139.4% | $93,606+81.7% | $80,856+110.3% |
| Participation rate | 45.8% | 60.4%-14.6pp | 68.7%-22.9pp | 67.6%-21.8pp |
| Annual return | 17.52% | 11.26%+6.3pp | 133.20%-115.7pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,498 | $1,564-4.2% | $2,420-38.1% | $2,755-45.6% |
| Participant deferral / active EE | $4,331 | $4,034+7.4% | $4,411-1.8% | $4,296+0.8% |
| Admin fee / account holder | $2,552 | $6,945-63.3% | $8,285-69.2% | $6,918-63.1% |