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 | $210,364 | $67,606+211.2% | $82,313+155.6% | $70,131+200.0% |
| Participation rate | 62.7% | 72.8%-10.1pp | 76.9%-14.2pp | 69.5%-6.9pp |
| Annual return | 18.01% | 21.57%-3.6pp | 25.88%-7.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $3,205 | $1,755+82.6% | $2,428+32.0% | $2,342+36.8% |
| Participant deferral / active EE | $3,898 | $2,987+30.5% | $3,706+5.2% | $3,332+17.0% |
| Admin fee / account holder | $25,258 | $4,512+459.8% | $5,608+350.4% | $4,645+443.7% |