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 | $227,643 | $95,803+137.6% | $113,168+101.2% | $84,808+168.4% |
| Participation rate | 47.9% | 72.9%-24.9pp | 76.6%-28.6pp | 68.3%-20.4pp |
| Annual return | 15.54% | 25.00%-9.5pp | 24.27%-8.7pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,540 | $2,360+7.6% | $2,975-14.6% | $2,631-3.5% |
| Participant deferral / active EE | $3,595 | $4,242-15.2% | $5,107-29.6% | $4,212-14.6% |
| Admin fee / account holder | $2,933 | $8,989-67.4% | $12,068-75.7% | $7,344-60.1% |