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 | $117,255 | $48,335+142.6% | $121,098-3.2% | $71,457+64.1% |
| Participation rate | 66.0% | 54.3%+11.7pp | 69.5%-3.5pp | 67.9%-1.9pp |
| Annual return | 18.18% | 23.32%-5.1pp | 985.75%-967.6pp | 28.85%-10.7pp |
| Employer contribution / active EE | $5,715 | $1,489+283.8% | $4,164+37.2% | $2,588+120.8% |
| Participant deferral / active EE | $11,057 | $2,754+301.5% | $4,080+171.0% | $4,289+157.8% |
| Admin fee / account holder | $7,280 | $1,841+295.5% | $5,644+29.0% | $1,587+358.6% |