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 | $207,329 | $95,266+117.6% | $82,389+151.6% | $142,382+45.6% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.5%-36.2pp | 80.1%-46.8pp |
| Annual return | 17.50% | 25.74%-8.2pp | 28.67%-11.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,614 | $2,991+54.3% | $2,517+83.3% | $4,299+7.3% |
| Participant deferral / active EE | $6,933 | $4,809+44.2% | $4,155+66.9% | $6,507+6.5% |
| Admin fee / account holder | $266,147 | $8,563+3007.9% | $7,231+3580.8% | $12,624+2008.3% |