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 | $183,918 | $78,705+133.7% | $117,854+56.1% | $70,131+162.2% |
| Participation rate | 65.4% | 73.2%-7.8pp | 79.7%-14.3pp | 69.5%-4.2pp |
| Annual return | 12.49% | 23.30%-10.8pp | 335.08%-322.6pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,813 | $2,223-18.4% | $3,786-52.1% | $2,342-22.6% |
| Participant deferral / active EE | $6,225 | $3,297+88.8% | $4,482+38.9% | $3,332+86.8% |
| Admin fee / account holder | $1,609 | $5,065-68.2% | $8,020-79.9% | $4,645-65.4% |