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 | $233,833 | $86,929+169.0% | $102,423+128.3% | $80,856+189.2% |
| Participation rate | 39.5% | 72.4%-32.9pp | 76.5%-37.0pp | 67.6%-28.2pp |
| Annual return | 12.47% | 18.88%-6.4pp | 29.32%-16.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $7,085 | $2,369+199.0% | $3,023+134.3% | $2,755+157.2% |
| Participant deferral / active EE | $14,129 | $4,118+243.1% | $5,053+179.6% | $4,296+228.9% |
| Admin fee / account holder | $48,277 | $8,049+499.8% | $9,451+410.8% | $6,918+597.8% |