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 | $180,456 | $65,365+176.1% | $92,893+94.3% | $72,985+147.3% |
| Participation rate | 54.3% | 68.3%-14.0pp | 76.0%-21.7pp | 69.5%-15.2pp |
| Annual return | 21.59% | 42.10%-20.5pp | 109.41%-87.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $3,893 | $2,594+50.1% | $3,653+6.6% | $2,440+59.6% |
| Participant deferral / active EE | $3,323 | $3,128+6.2% | $4,236-21.5% | $3,607-7.9% |
| Admin fee / account holder | $8,553 | $4,251+101.2% | $5,794+47.6% | $5,124+66.9% |