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 | $195,228 | $71,050+174.8% | $93,606+108.6% | $80,856+141.5% |
| Participation rate | 45.6% | 60.4%-14.8pp | 68.7%-23.1pp | 67.6%-22.0pp |
| Annual return | 17.00% | 11.26%+5.7pp | 133.20%-116.2pp | 35.59%-18.6pp |
| Employer contribution / active EE | $2,081 | $1,564+33.1% | $2,420-14.0% | $2,755-24.5% |
| Participant deferral / active EE | $4,052 | $4,034+0.5% | $4,411-8.1% | $4,296-5.7% |
| Admin fee / account holder | $10,928 | $6,945+57.4% | $8,285+31.9% | $6,918+58.0% |