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 | $110,915 | $49,915+122.2% | $154,803-28.4% | $74,304+49.3% |
| Participation rate | 66.1% | 54.0%+12.1pp | 78.1%-12.0pp | 60.3%+5.7pp |
| Annual return | 14.54% | 34.06%-19.5pp | 58.88%-44.3pp | 29.43%-14.9pp |
| Employer contribution / active EE | $2,232 | $1,611+38.6% | $4,305-48.1% | $2,241-0.4% |
| Participant deferral / active EE | $4,621 | $2,255+104.9% | $5,540-16.6% | $3,767+22.7% |
| Admin fee / account holder | $23,059 | $2,189+953.4% | $14,329+60.9% | $2,969+676.7% |