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 | $244,649 | $87,733+178.9% | $106,548+129.6% | $85,850+185.0% |
| Participation rate | 64.0% | 71.9%-7.9pp | 76.1%-12.1pp | 69.3%-5.3pp |
| Annual return | 13.88% | 21.86%-8.0pp | 26.80%-12.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,195 | $2,073+5.9% | $2,819-22.1% | $2,565-14.4% |
| Participant deferral / active EE | $4,901 | $3,469+41.3% | $4,398+11.4% | $3,952+24.0% |
| Admin fee / account holder | $30,689 | $6,767+353.5% | $7,407+314.3% | $6,260+390.3% |