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 | $165,224 | $76,367+116.4% | $93,606+76.5% | $72,985+126.4% |
| Participation rate | 67.7% | 71.7%-4.0pp | 75.8%-8.1pp | 69.5%-1.7pp |
| Annual return | 21.30% | 25.82%-4.5pp | 32.76%-11.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $4,502 | $2,275+97.9% | $2,718+65.6% | $2,440+84.5% |
| Participant deferral / active EE | $9,195 | $3,538+159.9% | $4,069+126.0% | $3,607+154.9% |
| Admin fee / account holder | $20,050 | $6,838+193.2% | $7,888+154.2% | $5,124+291.3% |