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 | $192,900 | $89,753+114.9% | $107,525+79.4% | $84,808+127.5% |
| Participation rate | 55.2% | 68.1%-12.8pp | 75.1%-19.9pp | 68.3%-13.1pp |
| Annual return | 20.52% | 29.48%-9.0pp | 181.32%-160.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $4,569 | $3,113+46.7% | $3,754+21.7% | $2,631+73.7% |
| Participant deferral / active EE | $9,683 | $4,056+138.7% | $5,116+89.3% | $4,212+129.9% |
| Admin fee / account holder | $5,194 | $7,222-28.1% | $8,919-41.8% | $7,344-29.3% |