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 | $194,122 | $95,416+103.4% | $185,823+4.5% | $85,850+126.1% |
| Participation rate | 52.6% | 68.8%-16.1pp | 81.7%-29.1pp | 69.3%-16.7pp |
| Annual return | 11.88% | 23.59%-11.7pp | 122.05%-110.2pp | 318.53%-306.7pp |
| Employer contribution / active EE | $3,425 | $3,314+3.4% | $5,167-33.7% | $2,565+33.5% |
| Participant deferral / active EE | $7,217 | $3,423+110.8% | $5,568+29.6% | $3,952+82.6% |
| Admin fee / account holder | $23,503 | $7,213+225.9% | $16,237+44.7% | $6,260+275.5% |