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 | $176,429 | $80,968+117.9% | $96,544+82.7% | $75,163+134.7% |
| Participation rate | 65.9% | 71.8%-5.9pp | 76.0%-10.1pp | 67.2%-1.3pp |
| Annual return | 18.37% | 27.06%-8.7pp | 25.84%-7.5pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,786 | $2,282+22.1% | $2,965-6.0% | $2,670+4.3% |
| Participant deferral / active EE | $8,672 | $3,928+120.8% | $4,851+78.8% | $4,125+110.2% |
| Admin fee / account holder | $14,960 | $6,724+122.5% | $8,252+81.3% | $5,651+164.7% |