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 | $245,331 | $100,970+143.0% | $96,576+154.0% | $137,256+78.7% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 15.34% | 38.16%-22.8pp | 38.47%-23.1pp | 220.34%-205.0pp |
| Employer contribution / active EE | $5,889 | $3,809+54.6% | $3,553+65.7% | $4,156+41.7% |
| Participant deferral / active EE | $6,480 | $8,286-21.8% | $7,956-18.6% | $6,407+1.1% |
| Admin fee / account holder | $16,930 | $11,312+49.7% | $11,381+48.8% | $12,270+38.0% |