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 | $240,157 | $81,208+195.7% | $98,907+142.8% | $79,858+200.7% |
| Participation rate | 65.7% | 72.5%-6.8pp | 76.0%-10.3pp | 69.6%-3.9pp |
| Annual return | 22.07% | 60.99%-38.9pp | 196.43%-174.4pp | 31.71%-9.6pp |
| Employer contribution / active EE | $4,696 | $1,960+139.6% | $2,689+74.6% | $2,471+90.0% |
| Participant deferral / active EE | $3,966 | $3,265+21.5% | $4,244-6.6% | $3,740+6.0% |
| Admin fee / account holder | $4,536 | $6,013-24.6% | $6,642-31.7% | $5,306-14.5% |