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 | $220,475 | $63,764+245.8% | $81,930+169.1% | $79,858+176.1% |
| Participation rate | 63.2% | 67.5%-4.3pp | 72.0%-8.8pp | 69.6%-6.4pp |
| Annual return | 15.87% | 22.66%-6.8pp | 29.49%-13.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,552 | $1,795-13.5% | $4,310-64.0% | $2,471-37.2% |
| Participant deferral / active EE | $5,907 | $2,780+112.5% | $7,107-16.9% | $3,740+57.9% |
| Admin fee / account holder | $12,381 | $4,426+179.7% | $5,158+140.0% | $5,306+133.3% |