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 | $149,346 | $89,753+66.4% | $107,525+38.9% | $84,808+76.1% |
| Participation rate | 49.0% | 68.1%-19.1pp | 75.1%-26.1pp | 68.3%-19.3pp |
| Annual return | 25.46% | 29.48%-4.0pp | 181.32%-155.9pp | 40.90%-15.4pp |
| Employer contribution / active EE | $2,514 | $3,113-19.3% | $3,754-33.0% | $2,631-4.5% |
| Participant deferral / active EE | $5,558 | $4,056+37.0% | $5,116+8.7% | $4,212+32.0% |
| Admin fee / account holder | $1,094 | $7,222-84.9% | $8,919-87.7% | $7,344-85.1% |