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 | $191,112 | $87,870+117.5% | $113,168+68.9% | $74,304+157.2% |
| Participation rate | 52.4% | 70.7%-18.3pp | 76.6%-24.1pp | 60.3%-7.9pp |
| Annual return | 15.93% | 26.44%-10.5pp | 24.27%-8.3pp | 29.43%-13.5pp |
| Employer contribution / active EE | $4,153 | $2,277+82.4% | $2,975+39.6% | $2,241+85.3% |
| Participant deferral / active EE | $3,977 | $4,241-6.2% | $5,107-22.1% | $3,767+5.6% |
| Admin fee / account holder | $2,224 | $3,368-34.0% | $12,068-81.6% | $2,969-25.1% |