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 | $180,924 | $72,277+150.3% | $101,248+78.7% | $79,858+126.6% |
| Participation rate | 69.0% | 68.5%+0.5pp | 75.8%-6.8pp | 69.6%-0.7pp |
| Annual return | 12.56% | 22.30%-9.7pp | 46.47%-33.9pp | 31.71%-19.2pp |
| Employer contribution / active EE | $3,874 | $2,692+43.9% | $3,660+5.9% | $2,471+56.8% |
| Participant deferral / active EE | $9,487 | $3,282+189.1% | $4,370+117.1% | $3,740+153.7% |
| Admin fee / account holder | $32,337 | $4,400+634.9% | $5,945+443.9% | $5,306+509.4% |