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 | $155,827 | $53,777+189.8% | $134,143+16.2% | $79,858+95.1% |
| Participation rate | 66.7% | 58.8%+7.9pp | 72.2%-5.5pp | 69.6%-3.0pp |
| Annual return | 10.41% | 19.01%-8.6pp | 36.33%-25.9pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,639 | $1,321+24.0% | $3,704-55.7% | $2,471-33.7% |
| Participant deferral / active EE | $6,058 | $2,420+150.3% | $3,499+73.1% | $3,740+62.0% |
| Admin fee / account holder | $13,346 | $3,984+235.0% | $6,684+99.7% | $5,306+151.5% |