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 | $207,985 | $51,175+306.4% | $70,515+195.0% | $75,163+176.7% |
| Participation rate | 45.6% | 60.9%-15.4pp | 68.3%-22.8pp | 67.2%-21.6pp |
| Annual return | 22.81% | 30.02%-7.2pp | 32.77%-10.0pp | 160.62%-137.8pp |
| Employer contribution / active EE | $1,695 | $1,826-7.2% | $2,973-43.0% | $2,670-36.5% |
| Participant deferral / active EE | $3,404 | $2,849+19.5% | $4,567-25.5% | $4,125-17.5% |
| Admin fee / account holder | $21,186 | $4,091+417.9% | $6,412+230.4% | $5,651+274.9% |