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 | $222,243 | $74,927+196.6% | $101,794+118.3% | $84,808+162.1% |
| Participation rate | 52.5% | 61.4%-8.9pp | 69.2%-16.7pp | 68.3%-15.8pp |
| Annual return | 14.66% | 18.70%-4.0pp | 30.53%-15.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,412 | $1,522-7.2% | $2,289-38.3% | $2,631-46.3% |
| Participant deferral / active EE | $4,895 | $3,099+57.9% | $4,084+19.8% | $4,212+16.2% |
| Admin fee / account holder | $2,570 | $6,514-60.5% | $8,777-70.7% | $7,344-65.0% |