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 | $235,467 | $93,571+151.6% | $135,903+73.3% | $75,163+213.3% |
| Participation rate | 59.5% | 75.2%-15.7pp | 81.9%-22.4pp | 67.2%-7.7pp |
| Annual return | 17.22% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $3,085 | $3,537-12.8% | $4,856-36.5% | $2,670+15.6% |
| Participant deferral / active EE | $8,146 | $6,404+27.2% | $7,758+5.0% | $4,125+97.5% |
| Admin fee / account holder | $1,538 | $6,975-77.9% | $10,762-85.7% | $5,651-72.8% |