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 | $200,820 | $77,314+159.7% | $177,989+12.8% | $80,856+148.4% |
| Participation rate | 62.5% | 65.7%-3.2pp | 77.1%-14.6pp | 67.6%-5.1pp |
| Annual return | 13.98% | 18.09%-4.1pp | 294.48%-280.5pp | 35.59%-21.6pp |
| Employer contribution / active EE | $8,142 | $2,292+255.2% | $3,949+106.2% | $2,755+195.6% |
| Participant deferral / active EE | $14,153 | $4,411+220.9% | $6,276+125.5% | $4,296+229.5% |
| Admin fee / account holder | $40,997 | $7,191+470.1% | $10,363+295.6% | $6,918+492.6% |