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 | $229,336 | $70,475+225.4% | $100,516+128.2% | $79,858+187.2% |
| Participation rate | 58.7% | 73.7%-15.0pp | 79.4%-20.7pp | 69.6%-11.0pp |
| Annual return | 16.79% | 21.90%-5.1pp | 30.89%-14.1pp | 31.71%-14.9pp |
| Employer contribution / active EE | $2,409 | $2,165+11.3% | $3,418-29.5% | $2,471-2.5% |
| Participant deferral / active EE | $5,027 | $5,181-3.0% | $6,270-19.8% | $3,740+34.4% |
| Admin fee / account holder | $18,169 | $4,478+305.7% | $8,081+124.8% | $5,306+242.4% |