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 | $156,352 | $71,050+120.1% | $93,606+67.0% | $80,856+93.4% |
| Participation rate | 52.2% | 60.4%-8.2pp | 68.7%-16.5pp | 67.6%-15.5pp |
| Annual return | 13.55% | 11.26%+2.3pp | 133.20%-119.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,773 | $1,564+13.4% | $2,420-26.7% | $2,755-35.6% |
| Participant deferral / active EE | $5,708 | $4,034+41.5% | $4,411+29.4% | $4,296+32.9% |
| Admin fee / account holder | $12,291 | $6,945+77.0% | $8,285+48.3% | $6,918+77.7% |