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 | $194,712 | $72,277+169.4% | $101,248+92.3% | $79,858+143.8% |
| Participation rate | 67.7% | 68.5%-0.7pp | 75.8%-8.1pp | 69.6%-1.9pp |
| Annual return | 14.52% | 22.30%-7.8pp | 46.47%-32.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,777 | $2,692+3.2% | $3,660-24.1% | $2,471+12.4% |
| Participant deferral / active EE | $6,659 | $3,282+102.9% | $4,370+52.4% | $3,740+78.0% |
| Admin fee / account holder | $14,784 | $4,400+236.0% | $5,945+148.7% | $5,306+178.6% |