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 | $171,389 | $80,968+111.7% | $96,544+77.5% | $75,163+128.0% |
| Participation rate | 61.0% | 71.8%-10.8pp | 76.0%-15.0pp | 67.2%-6.2pp |
| Annual return | 14.45% | 27.06%-12.6pp | 25.84%-11.4pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,130 | $2,282-6.6% | $2,965-28.2% | $2,670-20.2% |
| Participant deferral / active EE | $4,351 | $3,928+10.8% | $4,851-10.3% | $4,125+5.5% |
| Admin fee / account holder | $22,221 | $6,724+230.5% | $8,252+169.3% | $5,651+293.2% |