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 | $194,075 | $95,803+102.6% | $113,168+71.5% | $84,808+128.8% |
| Participation rate | 57.9% | 72.9%-15.0pp | 76.6%-18.7pp | 68.3%-10.4pp |
| Annual return | 14.35% | 25.00%-10.7pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,215 | $2,360-6.1% | $2,975-25.5% | $2,631-15.8% |
| Participant deferral / active EE | $5,355 | $4,242+26.2% | $5,107+4.9% | $4,212+27.2% |
| Admin fee / account holder | $30,793 | $8,989+242.6% | $12,068+155.2% | $7,344+319.3% |