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 9-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 | $219,595 | $71,050+209.1% | $93,606+134.6% | $80,856+171.6% |
| Participation rate | 61.8% | 60.4%+1.4pp | 68.7%-6.9pp | 67.6%-5.8pp |
| Annual return | 18.12% | 11.26%+6.9pp | 133.20%-115.1pp | 35.59%-17.5pp |
| Employer contribution / active EE | $2,094 | $1,564+33.9% | $2,420-13.5% | $2,755-24.0% |
| Participant deferral / active EE | $4,195 | $4,034+4.0% | $4,411-4.9% | $4,296-2.4% |
| Admin fee / account holder | $17,517 | $6,945+152.2% | $8,285+111.4% | $6,918+153.2% |