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 | $138,748 | $58,627+136.7% | $76,735+80.8% | $82,448+68.3% |
| Participation rate | 63.6% | 63.2%+0.4pp | 69.5%-5.9pp | 68.1%-4.4pp |
| Annual return | 17.16% | 39.10%-21.9pp | 29.77%-12.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $4,546 | $1,729+162.9% | $2,454+85.2% | $2,551+78.2% |
| Participant deferral / active EE | $9,797 | $3,134+212.7% | $4,088+139.7% | $4,139+136.7% |
| Admin fee / account holder | $4,167 | $5,323-21.7% | $7,189-42.0% | $7,234-42.4% |