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 | $204,883 | $76,367+168.3% | $93,606+118.9% | $72,985+180.7% |
| Participation rate | 64.8% | 71.7%-7.0pp | 75.8%-11.1pp | 69.5%-4.7pp |
| Annual return | 23.90% | 25.82%-1.9pp | 32.76%-8.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,329 | $2,275-41.6% | $2,718-51.1% | $2,440-45.5% |
| Participant deferral / active EE | $4,243 | $3,538+19.9% | $4,069+4.3% | $3,607+17.6% |
| Admin fee / account holder | $8,879 | $6,838+29.8% | $7,888+12.6% | $5,124+73.3% |