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 | $187,410 | $86,286+117.2% | $111,297+68.4% | $85,850+118.3% |
| Participation rate | 68.3% | 73.3%-5.0pp | 77.3%-9.0pp | 69.3%-1.0pp |
| Annual return | 13.18% | 19.99%-6.8pp | 54.65%-41.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,059 | $2,043+0.8% | $2,731-24.6% | $2,565-19.7% |
| Participant deferral / active EE | $3,908 | $3,641+7.3% | $4,487-12.9% | $3,952-1.1% |
| Admin fee / account holder | $7,426 | $8,188-9.3% | $7,964-6.7% | $6,260+18.6% |