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 | $199,646 | $81,248+145.7% | $155,509+28.4% | $80,856+146.9% |
| Participation rate | 46.2% | 66.2%-20.1pp | 78.2%-32.0pp | 67.6%-21.5pp |
| Annual return | 17.15% | 33.31%-16.2pp | 64.67%-47.5pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,202 | $3,100-29.0% | $4,672-52.9% | $2,755-20.1% |
| Participant deferral / active EE | $4,330 | $3,452+25.4% | $5,626-23.0% | $4,296+0.8% |
| Admin fee / account holder | $3,569 | $7,997-55.4% | $15,912-77.6% | $6,918-48.4% |