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 | $210,473 | $125,758+67.4% | $169,993+23.8% | $75,163+180.0% |
| Participation rate | 65.4% | 83.6%-18.2pp | 87.0%-21.6pp | 67.2%-1.8pp |
| Annual return | 23.72% | 27.20%-3.5pp | 53.37%-29.7pp | 160.62%-136.9pp |
| Employer contribution / active EE | $2,239 | $4,615-51.5% | $6,785-67.0% | $2,670-16.1% |
| Participant deferral / active EE | $7,878 | $6,837+15.2% | $10,408-24.3% | $4,125+91.0% |
| Admin fee / account holder | $16,280 | $8,173+99.2% | $12,815+27.0% | $5,651+188.1% |