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 | $240,124 | $87,870+173.3% | $113,168+112.2% | $74,304+223.2% |
| Participation rate | 67.0% | 70.7%-3.8pp | 76.6%-9.6pp | 60.3%+6.6pp |
| Annual return | 15.62% | 26.44%-10.8pp | 24.27%-8.7pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,947 | $2,277-14.5% | $2,975-34.6% | $2,241-13.1% |
| Participant deferral / active EE | $7,966 | $4,241+87.8% | $5,107+56.0% | $3,767+111.4% |
| Admin fee / account holder | $24,587 | $3,368+630.0% | $12,068+103.7% | $2,969+728.2% |