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 | $232,376 | $109,881+111.5% | $150,045+54.9% | $84,808+174.0% |
| Participation rate | 51.5% | 76.1%-24.6pp | 82.3%-30.9pp | 68.3%-16.8pp |
| Annual return | 22.94% | 28.25%-5.3pp | 62.55%-39.6pp | 40.90%-18.0pp |
| Employer contribution / active EE | $5,286 | $3,561+48.4% | $4,693+12.6% | $2,631+100.9% |
| Participant deferral / active EE | $8,216 | $6,636+23.8% | $7,997+2.7% | $4,212+95.1% |
| Admin fee / account holder | $10,669 | $8,568+24.5% | $13,435-20.6% | $7,344+45.3% |