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 | $129,514 | $48,795+165.4% | $65,493+97.8% | $84,808+52.7% |
| Participation rate | 65.4% | 67.0%-1.6pp | 73.1%-7.7pp | 68.3%-2.9pp |
| Annual return | 14.80% | 20.20%-5.4pp | 982.45%-967.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,215 | $1,930+14.8% | $2,574-14.0% | $2,631-15.8% |
| Participant deferral / active EE | $4,553 | $2,928+55.5% | $3,961+15.0% | $4,212+8.1% |
| Admin fee / account holder | $55,611 | $3,877+1334.4% | $5,028+1006.0% | $7,344+657.3% |