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 | $215,316 | $80,717+166.8% | $154,803+39.1% | $84,808+153.9% |
| Participation rate | 69.0% | 66.8%+2.2pp | 78.1%-9.1pp | 68.3%+0.7pp |
| Annual return | 15.40% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $5,144 | $2,761+86.3% | $4,305+19.5% | $2,631+95.5% |
| Participant deferral / active EE | $5,381 | $3,303+62.9% | $5,540-2.9% | $4,212+27.8% |
| Admin fee / account holder | $45,705 | $6,746+577.6% | $14,329+219.0% | $7,344+522.4% |