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 | $227,940 | $89,753+154.0% | $107,525+112.0% | $84,808+168.8% |
| Participation rate | 59.6% | 68.1%-8.5pp | 75.1%-15.5pp | 68.3%-8.7pp |
| Annual return | 18.50% | 29.48%-11.0pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,702 | $3,113-13.2% | $3,754-28.0% | $2,631+2.7% |
| Participant deferral / active EE | $5,992 | $4,056+47.7% | $5,116+17.1% | $4,212+42.3% |
| Admin fee / account holder | $54,988 | $7,222+661.4% | $8,919+516.6% | $7,344+648.8% |