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 | $185,877 | $56,053+231.6% | $75,972+144.7% | $80,856+129.9% |
| Participation rate | 50.0% | 62.0%-12.0pp | 69.1%-19.1pp | 67.6%-17.6pp |
| Annual return | 15.61% | 20.53%-4.9pp | 359.55%-343.9pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,047 | $1,874+9.2% | $2,685-23.8% | $2,755-25.7% |
| Participant deferral / active EE | $3,118 | $3,052+2.2% | $4,255-26.7% | $4,296-27.4% |
| Admin fee / account holder | $3,832 | $5,234-26.8% | $6,467-40.7% | $6,918-44.6% |