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 | $159,822 | $80,717+98.0% | $154,803+3.2% | $84,808+88.5% |
| Participation rate | 26.3% | 66.8%-40.5pp | 78.1%-51.8pp | 68.3%-42.0pp |
| Annual return | 15.32% | 37.96%-22.6pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,202 | $2,761+52.2% | $4,305-2.4% | $2,631+59.7% |
| Participant deferral / active EE | $9,531 | $3,303+188.6% | $5,540+72.0% | $4,212+126.3% |
| Admin fee / account holder | $154,701 | $6,746+2193.3% | $14,329+979.6% | $7,344+2006.6% |