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 | $220,944 | $65,041+239.7% | $90,951+142.9% | $79,858+176.7% |
| Participation rate | 66.7% | 61.6%+5.1pp | 69.0%-2.3pp | 69.6%-3.0pp |
| Annual return | 14.83% | 30.45%-15.6pp | 134.60%-119.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $6,429 | $1,247+415.5% | $2,122+203.0% | $2,471+160.2% |
| Participant deferral / active EE | $4,135 | $2,512+64.6% | $3,373+22.6% | $3,740+10.6% |
| Admin fee / account holder | $45,762 | $4,536+908.9% | $5,959+668.0% | $5,306+762.4% |