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 | $180,067 | $81,460+121.1% | $103,333+74.3% | $80,856+122.7% |
| Participation rate | 34.3% | 66.8%-32.5pp | 74.5%-40.2pp | 67.6%-33.3pp |
| Annual return | 14.67% | 25.55%-10.9pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,373 | $3,105+8.6% | $3,868-12.8% | $2,755+22.5% |
| Participant deferral / active EE | $4,738 | $3,869+22.5% | $5,057-6.3% | $4,296+10.3% |
| Admin fee / account holder | $35,088 | $6,566+434.4% | $8,355+320.0% | $6,918+407.2% |