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 | $217,640 | $87,733+148.1% | $106,548+104.3% | $85,850+153.5% |
| Participation rate | 58.5% | 71.9%-13.4pp | 76.1%-17.6pp | 69.3%-10.8pp |
| Annual return | 15.33% | 21.86%-6.5pp | 26.80%-11.5pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,387 | $2,073+15.1% | $2,819-15.3% | $2,565-7.0% |
| Participant deferral / active EE | $3,953 | $3,469+13.9% | $4,398-10.1% | $3,9520% |
| Admin fee / account holder | $1,600 | $6,767-76.4% | $7,407-78.4% | $6,260-74.4% |