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 | $190,456 | $80,717+136.0% | $154,803+23.0% | $84,808+124.6% |
| Participation rate | 54.5% | 66.8%-12.3pp | 78.1%-23.5pp | 68.3%-13.8pp |
| Annual return | 19.54% | 37.96%-18.4pp | 58.88%-39.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $3,369 | $2,761+22.0% | $4,305-21.8% | $2,631+28.0% |
| Participant deferral / active EE | $4,376 | $3,303+32.5% | $5,540-21.0% | $4,212+3.9% |
| Admin fee / account holder | $4,042 | $6,746-40.1% | $14,329-71.8% | $7,344-45.0% |