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 | $200,518 | $76,050+163.7% | $96,544+107.7% | $71,457+180.6% |
| Participation rate | 57.3% | 74.4%-17.1pp | 76.0%-18.7pp | 67.9%-10.7pp |
| Annual return | 20.11% | 22.81%-2.7pp | 25.84%-5.7pp | 28.85%-8.7pp |
| Employer contribution / active EE | $1,951 | $2,244-13.1% | $2,965-34.2% | $2,588-24.6% |
| Participant deferral / active EE | $5,107 | $4,215+21.1% | $4,851+5.3% | $4,289+19.1% |
| Admin fee / account holder | $18,820 | $2,707+595.2% | $8,252+128.1% | $1,587+1085.7% |