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 | $178,753 | $73,933+141.8% | $96,683+84.9% | $75,163+137.8% |
| Participation rate | 33.3% | 66.4%-33.1pp | 74.3%-41.0pp | 67.2%-33.9pp |
| Annual return | 17.47% | 26.70%-9.2pp | 35.69%-18.2pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,496 | $2,928-48.9% | $3,737-60.0% | $2,670-44.0% |
| Participant deferral / active EE | $4,062 | $3,659+11.0% | $4,878-16.7% | $4,125-1.5% |
| Admin fee / account holder | $10,575 | $5,216+102.7% | $6,730+57.1% | $5,651+87.1% |