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 | $190,806 | $78,672+142.5% | $109,143+74.8% | $85,850+122.3% |
| Participation rate | 68.3% | 68.3%0pp | 75.9%-7.6pp | 69.3%-1.0pp |
| Annual return | 15.96% | 25.09%-9.1pp | 25.75%-9.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $1,637 | $2,735-40.2% | $3,722-56.0% | $2,565-36.2% |
| Participant deferral / active EE | $8,803 | $3,467+153.9% | $4,653+89.2% | $3,952+122.8% |
| Admin fee / account holder | $7,263 | $5,469+32.8% | $6,752+7.6% | $6,260+16.0% |