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 | $214,767 | $109,881+95.5% | $150,045+43.1% | $84,808+153.2% |
| Participation rate | 57.1% | 76.1%-18.9pp | 82.3%-25.2pp | 68.3%-11.2pp |
| Annual return | 16.11% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,722 | $3,561-51.6% | $4,693-63.3% | $2,631-34.5% |
| Participant deferral / active EE | $6,053 | $6,636-8.8% | $7,997-24.3% | $4,212+43.7% |
| Admin fee / account holder | $15,812 | $8,568+84.5% | $13,435+17.7% | $7,344+115.3% |