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 | $171,621 | $76,407+124.6% | $150,298+14.2% | $82,448+108.2% |
| Participation rate | 52.0% | 66.4%-14.4pp | 77.8%-25.8pp | 68.1%-16.1pp |
| Annual return | 13.15% | 39.99%-26.8pp | 62.79%-49.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,601 | $2,614-38.7% | $4,154-61.4% | $2,551-37.2% |
| Participant deferral / active EE | $4,339 | $3,214+35.0% | $5,453-20.4% | $4,139+4.8% |
| Admin fee / account holder | $1,515 | $6,352-76.2% | $14,116-89.3% | $7,234-79.1% |