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 | $207,355 | $91,190+127.4% | $178,490+16.2% | $79,858+159.7% |
| Participation rate | 59.3% | 69.2%-9.9pp | 81.9%-22.7pp | 69.6%-10.4pp |
| Annual return | 11.92% | 24.19%-12.3pp | 151.07%-139.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,464 | $3,256-24.3% | $5,011-50.8% | $2,471-0.3% |
| Participant deferral / active EE | $5,471 | $3,236+69.1% | $5,202+5.2% | $3,740+46.3% |
| Admin fee / account holder | $60,696 | $6,751+799.1% | $13,984+334.0% | $5,306+1043.8% |