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 3-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 | $214,707 | $127,065+69.0% | $113,168+89.7% | $142,382+50.8% |
| Participation rate | 69.2% | 79.2%-10.0pp | 76.6%-7.3pp | 80.1%-10.9pp |
| Annual return | 11.24% | 24.03%-12.8pp | 24.27%-13.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $5,357 | $3,442+55.6% | $2,975+80.0% | $4,299+24.6% |
| Participant deferral / active EE | $6,782 | $5,716+18.6% | $5,107+32.8% | $6,507+4.2% |
| Admin fee / account holder | $62,869 | $15,736+299.5% | $12,068+421.0% | $12,624+398.0% |