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 | $151,738 | $80,968+87.4% | $96,544+57.2% | $75,163+101.9% |
| Participation rate | 58.0% | 71.8%-13.8pp | 76.0%-18.0pp | 67.2%-9.2pp |
| Annual return | 21.26% | 27.06%-5.8pp | 25.84%-4.6pp | 160.62%-139.4pp |
| Employer contribution / active EE | $1,117 | $2,282-51.0% | $2,965-62.3% | $2,670-58.2% |
| Participant deferral / active EE | $4,123 | $3,928+5.0% | $4,851-15.0% | $4,125-0.1% |
| Admin fee / account holder | $17,660 | $6,724+162.6% | $8,252+114.0% | $5,651+212.5% |