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 | $165,132 | $49,915+230.8% | $154,803+6.7% | $74,304+122.2% |
| Participation rate | 58.3% | 54.0%+4.4pp | 78.1%-19.7pp | 60.3%-2.0pp |
| Annual return | 17.50% | 34.06%-16.6pp | 58.88%-41.4pp | 29.43%-11.9pp |
| Employer contribution / active EE | $3,462 | $1,611+114.9% | $4,305-19.6% | $2,241+54.5% |
| Participant deferral / active EE | $8,719 | $2,255+286.7% | $5,540+57.4% | $3,767+131.4% |
| Admin fee / account holder | $7,356 | $2,189+236.0% | $14,329-48.7% | $2,969+147.8% |