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 | $189,946 | $96,484+96.9% | $156,263+21.6% | $74,304+155.6% |
| Participation rate | 62.9% | 67.7%-4.7pp | 78.9%-16.0pp | 60.3%+2.6pp |
| Annual return | 14.92% | 17.73%-2.8pp | 59.47%-44.5pp | 29.43%-14.5pp |
| Employer contribution / active EE | $2,505 | $2,528-0.9% | $4,333-42.2% | $2,241+11.8% |
| Participant deferral / active EE | $4,725 | $4,286+10.2% | $6,158-23.3% | $3,767+25.4% |
| Admin fee / account holder | $8,694 | $3,728+133.2% | $14,255-39.0% | $2,969+192.8% |