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 | $193,373 | $59,101+227.2% | $77,163+150.6% | $75,163+157.3% |
| Participation rate | 40.0% | 63.9%-23.9pp | 69.6%-29.6pp | 67.2%-27.2pp |
| Annual return | 15.84% | 26.71%-10.9pp | 37.87%-22.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,210 | $1,995+10.8% | $2,535-12.8% | $2,670-17.2% |
| Participant deferral / active EE | $3,941 | $2,999+31.4% | $3,833+2.8% | $4,125-4.5% |
| Admin fee / account holder | $18,842 | $4,774+294.7% | $5,472+244.3% | $5,651+233.4% |