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 | $185,858 | $81,460+128.2% | $103,333+79.9% | $80,856+129.9% |
| Participation rate | 52.6% | 66.8%-14.2pp | 74.5%-21.9pp | 67.6%-15.0pp |
| Annual return | 17.10% | 25.55%-8.4pp | 24.88%-7.8pp | 35.59%-18.5pp |
| Employer contribution / active EE | $3,170 | $3,105+2.1% | $3,868-18.0% | $2,755+15.1% |
| Participant deferral / active EE | $4,932 | $3,869+27.5% | $5,057-2.5% | $4,296+14.8% |
| Admin fee / account holder | $8,785 | $6,566+33.8% | $8,355+5.1% | $6,918+27.0% |