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 | $214,890 | $65,365+228.8% | $92,893+131.3% | $72,985+194.4% |
| Participation rate | 66.0% | 68.3%-2.4pp | 76.0%-10.0pp | 69.5%-3.5pp |
| Annual return | 24.48% | 42.10%-17.6pp | 109.41%-84.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $3,374 | $2,594+30.1% | $3,653-7.6% | $2,440+38.3% |
| Participant deferral / active EE | $8,484 | $3,128+171.2% | $4,236+100.3% | $3,607+135.2% |
| Admin fee / account holder | $19,376 | $4,251+355.8% | $5,794+234.4% | $5,124+278.1% |