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 | $175,107 | $57,016+207.1% | $84,966+106.1% | $80,856+116.6% |
| Participation rate | 50.0% | 56.3%-6.3pp | 67.5%-17.5pp | 67.6%-17.6pp |
| Annual return | 17.00% | 21.66%-4.7pp | 66.38%-49.4pp | 35.59%-18.6pp |
| Employer contribution / active EE | $3,233 | $1,798+79.8% | $2,727+18.5% | $2,755+17.3% |
| Participant deferral / active EE | $6,719 | $3,110+116.1% | $4,519+48.7% | $4,296+56.4% |
| Admin fee / account holder | $7,587 | $4,980+52.3% | $6,149+23.4% | $6,918+9.7% |