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 | $173,362 | $101,724+70.4% | $164,813+5.2% | $80,856+114.4% |
| Participation rate | 60.5% | 71.8%-11.3pp | 78.6%-18.1pp | 67.6%-7.1pp |
| Annual return | 12.84% | 16.72%-3.9pp | 69.93%-57.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,690 | $2,953-8.9% | $4,341-38.0% | $2,755-2.4% |
| Participant deferral / active EE | $6,828 | $4,477+52.5% | $6,031+13.2% | $4,296+58.9% |
| Admin fee / account holder | $13,062 | $8,227+58.8% | $12,690+2.9% | $6,918+88.8% |