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 | $239,657 | $86,944+175.6% | $107,525+122.9% | $74,304+222.5% |
| Participation rate | 68.0% | 59.6%+8.4pp | 75.1%-7.1pp | 60.3%+7.7pp |
| Annual return | 20.59% | 23.52%-2.9pp | 181.32%-160.7pp | 29.43%-8.8pp |
| Employer contribution / active EE | $2,303 | $2,757-16.5% | $3,754-38.6% | $2,241+2.8% |
| Participant deferral / active EE | $5,990 | $3,554+68.5% | $5,116+17.1% | $3,767+59.0% |
| Admin fee / account holder | $10,910 | $3,727+192.8% | $8,919+22.3% | $2,969+267.5% |