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 | $164,101 | $61,605+166.4% | $112,229+46.2% | $75,163+118.3% |
| Participation rate | 52.7% | 61.7%-9.0pp | 72.4%-19.7pp | 67.2%-14.5pp |
| Annual return | 18.71% | 28.47%-9.8pp | 30.20%-11.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,108 | $2,015+4.6% | $3,430-38.5% | $2,670-21.0% |
| Participant deferral / active EE | $3,681 | $3,108+18.4% | $4,798-23.3% | $4,125-10.8% |
| Admin fee / account holder | $12,336 | $4,862+153.7% | $7,748+59.2% | $5,651+118.3% |