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 | $189,951 | $54,705+247.2% | $71,209+166.8% | $84,808+124.0% |
| Participation rate | 68.4% | 64.1%+4.3pp | 73.8%-5.4pp | 68.3%0pp |
| Annual return | 17.94% | 35.90%-18.0pp | 282.51%-264.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $5,451 | $2,158+152.6% | $2,721+100.3% | $2,631+107.2% |
| Participant deferral / active EE | $7,577 | $3,030+150.0% | $4,175+81.5% | $4,212+79.9% |
| Admin fee / account holder | $4,342 | $4,863-10.7% | $5,349-18.8% | $7,344-40.9% |