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 | $177,033 | $81,460+117.3% | $103,333+71.3% | $80,856+118.9% |
| Participation rate | 58.7% | 66.8%-8.2pp | 74.5%-15.8pp | 67.6%-9.0pp |
| Annual return | 17.28% | 25.55%-8.3pp | 24.88%-7.6pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,828 | $3,105-41.1% | $3,868-52.7% | $2,755-33.7% |
| Participant deferral / active EE | $3,688 | $3,869-4.7% | $5,057-27.1% | $4,296-14.2% |
| Admin fee / account holder | $15,567 | $6,566+137.1% | $8,355+86.3% | $6,918+125.0% |