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 | $140,079 | $56,897+146.2% | $84,750+65.3% | $62,891+122.7% |
| Participation rate | 64.7% | 68.5%-3.8pp | 76.6%-11.9pp | 69.3%-4.6pp |
| Annual return | 13.96% | 6.30%+7.7pp | 22.78%-8.8pp | 20.14%-6.2pp |
| Employer contribution / active EE | $2,192 | $2,400-8.7% | $3,574-38.7% | $2,281-3.9% |
| Participant deferral / active EE | $5,228 | $2,709+93.0% | $3,712+40.9% | $3,203+63.2% |
| Admin fee / account holder | $20,040 | $3,581+459.7% | $5,332+275.8% | $4,296+366.5% |