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 | $207,170 | $77,896+166.0% | $134,172+54.4% | $82,448+151.3% |
| Participation rate | 61.5% | 62.8%-1.3pp | 72.5%-10.9pp | 68.1%-6.5pp |
| Annual return | 15.37% | 18.21%-2.8pp | 25.30%-9.9pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,505 | $2,159-30.3% | $3,420-56.0% | $2,551-41.0% |
| Participant deferral / active EE | $4,823 | $3,162+52.5% | $4,690+2.8% | $4,139+16.5% |
| Admin fee / account holder | $2,237 | $6,336-64.7% | $12,016-81.4% | $7,234-69.1% |