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 | $149,256 | $101,724+46.7% | $164,813-9.4% | $80,856+84.6% |
| Participation rate | 66.1% | 71.8%-5.7pp | 78.6%-12.5pp | 67.6%-1.5pp |
| Annual return | 16.74% | 16.72%0pp | 69.93%-53.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,604 | $2,953-11.8% | $4,341-40.0% | $2,755-5.5% |
| Participant deferral / active EE | $5,660 | $4,477+26.4% | $6,031-6.2% | $4,296+31.8% |
| Admin fee / account holder | $22,885 | $8,227+178.2% | $12,690+80.3% | $6,918+230.8% |