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 | $207,562 | $37,426+454.6% | $77,482+167.9% | $79,858+159.9% |
| Participation rate | 59.0% | 41.5%+17.5pp | 54.2%+4.8pp | 69.6%-10.7pp |
| Annual return | 19.11% | 39.70%-20.6pp | 54.79%-35.7pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,528 | $637+140.0% | $986+54.9% | $2,471-38.2% |
| Participant deferral / active EE | $1,717 | $1,260+36.3% | $1,861-7.7% | $3,740-54.1% |
| Admin fee / account holder | $1,477 | $2,504-41.0% | $2,858-48.3% | $5,306-72.2% |