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 | $132,303 | $65,246+102.8% | $98,716+34.0% | $67,986+94.6% |
| Participation rate | 63.4% | 51.4%+11.9pp | 69.3%-5.9pp | 57.2%+6.1pp |
| Annual return | 15.73% | 20.58%-4.9pp | 31.81%-16.1pp | 31.67%-15.9pp |
| Employer contribution / active EE | $2,388 | $1,042+129.1% | $2,279+4.8% | $2,019+18.3% |
| Participant deferral / active EE | $6,115 | $2,594+135.7% | $4,048+51.1% | $3,358+82.1% |
| Admin fee / account holder | $16,543 | $4,561+262.7% | $8,703+90.1% | $3,203+416.5% |