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 | $163,757 | $74,927+118.6% | $101,794+60.9% | $84,808+93.1% |
| Participation rate | 51.6% | 61.4%-9.8pp | 69.2%-17.6pp | 68.3%-16.7pp |
| Annual return | 15.62% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,330 | $1,522+53.1% | $2,289+1.8% | $2,631-11.4% |
| Participant deferral / active EE | $4,835 | $3,099+56.0% | $4,084+18.4% | $4,212+14.8% |
| Admin fee / account holder | $59,412 | $6,514+812.1% | $8,777+576.9% | $7,344+709.0% |