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 | $197,866 | $81,446+142.9% | $103,374+91.4% | $80,874+144.7% |
| Participation rate | 61.5% | 66.9%-5.3pp | 74.5%-13.0pp | 67.6%-6.1pp |
| Annual return | 15.65% | 25.57%-9.9pp | 24.89%-9.2pp | 35.62%-20.0pp |
| Employer contribution / active EE | $2,171 | $3,107-30.1% | $3,869-43.9% | $2,756-21.2% |
| Participant deferral / active EE | $4,335 | $3,870+12.0% | $5,058-14.3% | $4,297+0.9% |
| Admin fee / account holder | $2,278 | $6,715-66.1% | $8,394-72.9% | $6,935-67.2% |