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 | $228,319 | $86,929+162.6% | $102,423+122.9% | $80,856+182.4% |
| Participation rate | 67.6% | 72.4%-4.7pp | 76.5%-8.8pp | 67.6%0pp |
| Annual return | 14.02% | 18.88%-4.9pp | 29.32%-15.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,691 | $2,369+55.8% | $3,023+22.1% | $2,755+34.0% |
| Participant deferral / active EE | $6,927 | $4,118+68.2% | $5,053+37.1% | $4,296+61.3% |
| Admin fee / account holder | $7,885 | $8,049-2.0% | $9,451-16.6% | $6,918+14.0% |