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 | $150,362 | $109,881+36.8% | $150,045+0.2% | $84,808+77.3% |
| Participation rate | 60.4% | 76.1%-15.7pp | 82.3%-21.9pp | 68.3%-7.9pp |
| Annual return | 15.31% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,164 | $3,561-11.1% | $4,693-32.6% | $2,631+20.3% |
| Participant deferral / active EE | $8,471 | $6,636+27.6% | $7,997+5.9% | $4,212+101.1% |
| Admin fee / account holder | $18,502 | $8,568+115.9% | $13,435+37.7% | $7,344+151.9% |