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 | $206,979 | $72,492+185.5% | $87,100+137.6% | $72,985+183.6% |
| Participation rate | 56.9% | 72.8%-15.9pp | 76.9%-20.0pp | 69.5%-12.6pp |
| Annual return | 24.03% | 24.46%-0.4pp | 28.19%-4.2pp | 81.00%-57.0pp |
| Employer contribution / active EE | $3,364 | $1,894+77.6% | $2,521+33.4% | $2,440+37.9% |
| Participant deferral / active EE | $3,344 | $3,270+2.3% | $4,049-17.4% | $3,607-7.3% |
| Admin fee / account holder | $1,234 | $5,055-75.6% | $7,497-83.5% | $5,124-75.9% |