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 | $213,018 | $64,480+230.4% | $81,382+161.8% | $80,856+163.5% |
| Participation rate | 43.9% | 63.9%-20.0pp | 69.5%-25.6pp | 67.6%-23.7pp |
| Annual return | 14.86% | 16.34%-1.5pp | 24.73%-9.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,250 | $1,978+13.7% | $2,463-8.6% | $2,755-18.3% |
| Participant deferral / active EE | $5,471 | $3,094+76.9% | $3,883+40.9% | $4,296+27.4% |
| Admin fee / account holder | $52,414 | $5,671+824.3% | $5,768+808.6% | $6,918+657.7% |