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 | $234,878 | $86,929+170.2% | $102,423+129.3% | $80,856+190.5% |
| Participation rate | 66.0% | 72.4%-6.3pp | 76.5%-10.5pp | 67.6%-1.6pp |
| Annual return | 12.71% | 18.88%-6.2pp | 29.32%-16.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,708 | $2,369+14.3% | $3,023-10.4% | $2,755-1.7% |
| Participant deferral / active EE | $5,406 | $4,118+31.3% | $5,053+7.0% | $4,296+25.8% |
| Admin fee / account holder | $62,678 | $8,049+678.7% | $9,451+563.2% | $6,918+806.0% |