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 | $222,074 | $101,763+118.2% | $164,866+34.7% | $80,874+174.6% |
| Participation rate | 42.9% | 71.8%-29.0pp | 78.6%-35.7pp | 67.6%-24.8pp |
| Annual return | 24.51% | 16.73%+7.8pp | 69.97%-45.5pp | 35.62%-11.1pp |
| Employer contribution / active EE | $1,746 | $2,954-40.9% | $4,343-59.8% | $2,756-36.6% |
| Participant deferral / active EE | $5,597 | $4,477+25.0% | $6,033-7.2% | $4,297+30.2% |
| Admin fee / account holder | $43,849 | $8,228+432.9% | $12,689+245.6% | $6,935+532.3% |