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 | $83,369+187.5% | $105,223+127.8% | $67,986+252.5% |
| Participation rate | 68.0% | 56.3%+11.7pp | 75.0%-7.0pp | 57.2%+10.8pp |
| Annual return | 20.59% | 24.64%-4.1pp | 180.65%-160.1pp | 31.67%-11.1pp |
| Employer contribution / active EE | $2,303 | $2,541-9.4% | $3,689-37.6% | $2,019+14.1% |
| Participant deferral / active EE | $5,990 | $3,295+81.8% | $5,072+18.1% | $3,358+78.4% |
| Admin fee / account holder | $10,910 | $4,073+167.9% | $8,859+23.2% | $3,203+240.6% |