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 | $200,455 | $80,968+147.6% | $96,544+107.6% | $75,163+166.7% |
| Participation rate | 52.3% | 71.8%-19.5pp | 76.0%-23.7pp | 67.2%-14.9pp |
| Annual return | 18.40% | 27.06%-8.7pp | 25.84%-7.4pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,891 | $2,282-17.1% | $2,965-36.2% | $2,670-29.2% |
| Participant deferral / active EE | $3,802 | $3,928-3.2% | $4,851-21.6% | $4,125-7.8% |
| Admin fee / account holder | $11,977 | $6,724+78.1% | $8,252+45.1% | $5,651+111.9% |