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 | $202,042 | $87,733+130.3% | $106,548+89.6% | $85,850+135.3% |
| Participation rate | 59.5% | 71.9%-12.4pp | 76.1%-16.6pp | 69.3%-9.8pp |
| Annual return | 12.85% | 21.86%-9.0pp | 26.80%-13.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,456 | $2,073-29.7% | $2,819-48.3% | $2,565-43.2% |
| Participant deferral / active EE | $3,553 | $3,469+2.4% | $4,398-19.2% | $3,952-10.1% |
| Admin fee / account holder | $3,051 | $6,767-54.9% | $7,407-58.8% | $6,260-51.3% |