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 | $154,288 | $58,208+165.1% | $81,812+88.6% | $80,856+90.8% |
| Participation rate | 60.0% | 63.4%-3.4pp | 72.3%-12.3pp | 67.6%-7.6pp |
| Annual return | 12.68% | 41.66%-29.0pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,395 | $2,340+2.4% | $2,912-17.8% | $2,755-13.1% |
| Participant deferral / active EE | $7,439 | $3,281+126.7% | $4,319+72.3% | $4,296+73.2% |
| Admin fee / account holder | $2,572 | $4,981-48.4% | $7,386-65.2% | $6,918-62.8% |