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 | $177,724 | $101,724+74.7% | $164,813+7.8% | $80,856+119.8% |
| Participation rate | 68.4% | 71.8%-3.4pp | 78.6%-10.2pp | 67.6%+0.8pp |
| Annual return | 20.00% | 16.72%+3.3pp | 69.93%-49.9pp | 35.59%-15.6pp |
| Employer contribution / active EE | $1,106 | $2,953-62.6% | $4,341-74.5% | $2,755-59.9% |
| Participant deferral / active EE | $4,389 | $4,477-2.0% | $6,031-27.2% | $4,296+2.2% |
| Admin fee / account holder | $17,011 | $8,227+106.8% | $12,690+34.1% | $6,918+145.9% |