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 | $249,081 | $101,724+144.9% | $164,813+51.1% | $80,856+208.1% |
| Participation rate | 58.8% | 71.8%-13.1pp | 78.6%-19.9pp | 67.6%-8.9pp |
| Annual return | 16.26% | 16.72%-0.5pp | 69.93%-53.7pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,514 | $2,953-14.9% | $4,341-42.1% | $2,755-8.8% |
| Participant deferral / active EE | $5,378 | $4,477+20.1% | $6,031-10.8% | $4,296+25.2% |
| Admin fee / account holder | $12,154 | $8,227+47.7% | $12,690-4.2% | $6,918+75.7% |