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 | $151,825 | $53,822+182.1% | $75,696+100.6% | $85,850+76.8% |
| Participation rate | 61.8% | 69.1%-7.3pp | 74.8%-13.1pp | 69.3%-7.6pp |
| Annual return | 30.59% | 24.54%+6.0pp | 104.53%-73.9pp | 318.53%-287.9pp |
| Employer contribution / active EE | $4,141 | $2,017+105.4% | $2,743+51.0% | $2,565+61.5% |
| Participant deferral / active EE | $3,891 | $2,895+34.4% | $3,821+1.8% | $3,952-1.5% |
| Admin fee / account holder | $2,807 | $3,343-16.0% | $3,619-22.4% | $6,260-55.2% |