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 | $226,555 | $88,672+155.5% | $105,223+115.3% | $82,448+174.8% |
| Participation rate | 53.3% | 67.9%-14.6pp | 75.0%-21.7pp | 68.1%-14.7pp |
| Annual return | 14.75% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,442 | $3,048-19.9% | $3,689-33.8% | $2,551-4.3% |
| Participant deferral / active EE | $4,935 | $4,036+22.3% | $5,072-2.7% | $4,139+19.2% |
| Admin fee / account holder | $4,284 | $7,146-40.1% | $8,859-51.6% | $7,234-40.8% |