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 | $193,621 | $74,927+158.4% | $101,794+90.2% | $84,808+128.3% |
| Participation rate | 51.4% | 61.4%-10.0pp | 69.2%-17.8pp | 68.3%-16.9pp |
| Annual return | 15.07% | 18.70%-3.6pp | 30.53%-15.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,470 | $1,522-3.4% | $2,289-35.8% | $2,631-44.1% |
| Participant deferral / active EE | $5,550 | $3,099+79.1% | $4,084+35.9% | $4,212+31.8% |
| Admin fee / account holder | $7,258 | $6,514+11.4% | $8,777-17.3% | $7,344-1.2% |