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 | $183,548 | $102,605+78.9% | $145,661+26.0% | $84,808+116.4% |
| Participation rate | 69.0% | 74.3%-5.3pp | 77.2%-8.2pp | 68.3%+0.7pp |
| Annual return | 14.15% | 26.50%-12.3pp | 101.46%-87.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,963 | $3,325-10.9% | $4,238-30.1% | $2,631+12.6% |
| Participant deferral / active EE | $8,889 | $5,750+54.6% | $7,198+23.5% | $4,212+111.1% |
| Admin fee / account holder | $34,616 | $8,758+295.3% | $12,466+177.7% | $7,344+371.4% |