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 | $148,202 | $49,138+201.6% | $84,015+76.4% | $65,185+127.4% |
| Participation rate | 65.0% | 60.7%+4.3pp | 69.0%-4.0pp | 70.2%-5.2pp |
| Annual return | 19.47% | 23.00%-3.5pp | 71.31%-51.8pp | 29.38%-9.9pp |
| Employer contribution / active EE | $1,492 | $914+63.3% | $1,983-24.8% | $2,177-31.5% |
| Participant deferral / active EE | $3,074 | $2,397+28.2% | $3,239-5.1% | $3,514-12.5% |
| Admin fee / account holder | $11,115 | $543+1945.7% | $6,101+82.2% | $847+1212.2% |