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 | $157,512 | $91,552+72.0% | $133,956+17.6% | $79,858+97.2% |
| Participation rate | 64.9% | 73.3%-8.5pp | 79.8%-15.0pp | 69.6%-4.8pp |
| Annual return | 15.14% | 61.85%-46.7pp | 45.09%-29.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $3,221 | $2,384+35.2% | $3,919-17.8% | $2,471+30.4% |
| Participant deferral / active EE | $5,569 | $3,733+49.2% | $5,048+10.3% | $3,740+48.9% |
| Admin fee / account holder | $5,908 | $6,321-6.5% | $8,927-33.8% | $5,306+11.3% |