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 | $120,259 | $54,705+119.8% | $71,209+68.9% | $84,808+41.8% |
| Participation rate | 64.0% | 64.1%-0.1pp | 73.8%-9.8pp | 68.3%-4.3pp |
| Annual return | 16.34% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,239 | $2,158+3.8% | $2,721-17.7% | $2,631-14.9% |
| Participant deferral / active EE | $6,218 | $3,030+105.2% | $4,175+48.9% | $4,212+47.6% |
| Admin fee / account holder | $22,097 | $4,863+354.3% | $5,349+313.1% | $7,344+200.9% |