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 | $236,082 | $77,813+203.4% | $123,544+91.1% | $64,186+267.8% |
| Participation rate | 69.7% | 74.7%-5.0pp | 82.3%-12.6pp | 69.6%+0.1pp |
| Annual return | -4.25% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $5,058 | $3,014+67.8% | $4,628+9.3% | $2,381+112.4% |
| Participant deferral / active EE | $10,104 | $5,240+92.8% | $6,426+57.3% | $3,470+191.2% |
| Admin fee / account holder | $6,391 | $5,519+15.8% | $9,284-31.2% | $4,888+30.8% |