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 | $177,777 | $73,933+140.5% | $96,683+83.9% | $75,163+136.5% |
| Participation rate | 60.5% | 66.4%-6.0pp | 74.3%-13.9pp | 67.2%-6.7pp |
| Annual return | 13.97% | 26.70%-12.7pp | 35.69%-21.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,266 | $2,928-56.7% | $3,737-66.1% | $2,670-52.6% |
| Participant deferral / active EE | $3,067 | $3,659-16.2% | $4,878-37.1% | $4,125-25.7% |
| Admin fee / account holder | $17,285 | $5,216+231.4% | $6,730+156.9% | $5,651+205.9% |