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 | $115,293 | $63,355+82.0% | $91,989+25.3% | $72,985+58.0% |
| Participation rate | 63.0% | 72.5%-9.6pp | 78.6%-15.7pp | 69.5%-6.5pp |
| Annual return | 20.36% | 35.35%-15.0pp | 69.02%-48.7pp | 81.00%-60.6pp |
| Employer contribution / active EE | $4,179 | $2,116+97.5% | $3,452+21.1% | $2,440+71.3% |
| Participant deferral / active EE | $10,094 | $4,883+106.7% | $5,923+70.4% | $3,607+179.8% |
| Admin fee / account holder | $16,149 | $4,668+246.0% | $7,743+108.6% | $5,124+215.1% |