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 | $227,688 | $77,899+192.3% | $149,673+52.1% | $75,163+202.9% |
| Participation rate | 59.3% | 65.6%-6.3pp | 78.8%-19.5pp | 67.2%-7.9pp |
| Annual return | 21.26% | 31.72%-10.5pp | 134.42%-113.2pp | 160.62%-139.4pp |
| Employer contribution / active EE | $2,490 | $3,137-20.7% | $4,818-48.3% | $2,670-6.8% |
| Participant deferral / active EE | $5,463 | $3,411+60.1% | $5,680-3.8% | $4,125+32.4% |
| Admin fee / account holder | $10,061 | $5,956+68.9% | $13,210-23.8% | $5,651+78.0% |