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 | $187,369 | $79,944+134.4% | $98,439+90.3% | $75,163+149.3% |
| Participation rate | 64.0% | 70.4%-6.4pp | 75.2%-11.2pp | 67.2%-3.2pp |
| Annual return | 16.94% | 19.75%-2.8pp | 21.16%-4.2pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,139 | $2,264-5.5% | $3,048-29.8% | $2,670-19.9% |
| Participant deferral / active EE | $6,205 | $3,752+65.4% | $4,738+31.0% | $4,125+50.4% |
| Admin fee / account holder | $37,840 | $6,840+453.2% | $8,948+322.9% | $5,651+569.6% |