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 | $152,448 | $73,933+106.2% | $96,683+57.7% | $75,163+102.8% |
| Participation rate | 58.5% | 66.4%-8.0pp | 74.3%-15.9pp | 67.2%-8.7pp |
| Annual return | 15.85% | 26.70%-10.9pp | 35.69%-19.8pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,032 | $2,928-30.6% | $3,737-45.6% | $2,670-23.9% |
| Participant deferral / active EE | $4,387 | $3,659+19.9% | $4,878-10.1% | $4,125+6.3% |
| Admin fee / account holder | $17,086 | $5,216+227.5% | $6,730+153.9% | $5,651+202.4% |