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 | $195,718 | $84,556+131.5% | $116,228+68.4% | $74,304+163.4% |
| Participation rate | 50.6% | 66.0%-15.4pp | 74.6%-23.9pp | 60.3%-9.7pp |
| Annual return | 14.76% | 18.35%-3.6pp | 90.06%-75.3pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,191 | $2,168-45.1% | $2,994-60.2% | $2,241-46.9% |
| Participant deferral / active EE | $4,796 | $3,814+25.7% | $4,953-3.2% | $3,767+27.3% |
| Admin fee / account holder | $6,640 | $3,792+75.1% | $11,989-44.6% | $2,969+123.7% |