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 | $81,446+121.1% | $103,374+74.2% | $80,874+122.7% |
| Participation rate | 34.3% | 66.9%-32.5pp | 74.5%-40.2pp | 67.6%-33.3pp |
| Annual return | 14.67% | 25.57%-10.9pp | 24.89%-10.2pp | 35.62%-20.9pp |
| Employer contribution / active EE | $3,373 | $3,107+8.6% | $3,869-12.8% | $2,756+22.4% |
| Participant deferral / active EE | $4,738 | $3,870+22.4% | $5,058-6.3% | $4,297+10.3% |
| Admin fee / account holder | $35,088 | $6,715+422.5% | $8,394+318.0% | $6,935+405.9% |