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 | $162,125 | $81,460+99.0% | $103,333+56.9% | $80,856+100.5% |
| Participation rate | 60.6% | 66.8%-6.2pp | 74.5%-13.9pp | 67.6%-7.0pp |
| Annual return | 12.21% | 25.55%-13.3pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $4,130 | $3,105+33.0% | $3,868+6.8% | $2,755+49.9% |
| Participant deferral / active EE | $6,345 | $3,869+64.0% | $5,057+25.5% | $4,296+47.7% |
| Admin fee / account holder | $34,707 | $6,566+428.6% | $8,355+315.4% | $6,918+401.7% |