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 | $246,717 | $79,944+208.6% | $98,439+150.6% | $75,163+228.2% |
| Participation rate | 55.9% | 70.4%-14.5pp | 75.2%-19.3pp | 67.2%-11.3pp |
| Annual return | 20.72% | 19.75%+1.0pp | 21.16%-0.4pp | 160.62%-139.9pp |
| Employer contribution / active EE | $2,188 | $2,264-3.4% | $3,048-28.2% | $2,670-18.0% |
| Participant deferral / active EE | $4,900 | $3,752+30.6% | $4,738+3.4% | $4,125+18.8% |
| Admin fee / account holder | $12,301 | $6,840+79.8% | $8,948+37.5% | $5,651+117.7% |