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 | $211,372 | $72,012+193.5% | $185,823+13.7% | $79,858+164.7% |
| Participation rate | 51.4% | 65.8%-14.4pp | 78.0%-26.7pp | 69.6%-18.3pp |
| Annual return | 14.26% | 23.12%-8.9pp | 35.95%-21.7pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,440 | $1,965-26.7% | $4,087-64.8% | $2,471-41.7% |
| Participant deferral / active EE | $2,739 | $3,779-27.5% | $5,632-51.4% | $3,740-26.8% |
| Admin fee / account holder | $2,120 | $4,513-53.0% | $9,500-77.7% | $5,306-60.0% |