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 | $142,789 | $49,922+186.0% | $80,569+77.2% | $75,163+90.0% |
| Participation rate | 68.0% | 55.3%+12.7pp | 67.0%+1.0pp | 67.2%+0.8pp |
| Annual return | 16.85% | 34.69%-17.8pp | 935.43%-918.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,310 | $1,698+36.0% | $2,723-15.2% | $2,670-13.5% |
| Participant deferral / active EE | $6,797 | $2,990+127.3% | $4,447+52.8% | $4,125+64.8% |
| Admin fee / account holder | $1,935 | $3,577-45.9% | $5,377-64.0% | $5,651-65.8% |