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 | $154,522 | $72,492+113.2% | $87,100+77.4% | $72,985+111.7% |
| Participation rate | 62.9% | 72.8%-10.0pp | 76.9%-14.0pp | 69.5%-6.6pp |
| Annual return | 22.76% | 24.46%-1.7pp | 28.19%-5.4pp | 81.00%-58.2pp |
| Employer contribution / active EE | $3,026 | $1,894+59.8% | $2,521+20.0% | $2,440+24.0% |
| Participant deferral / active EE | $5,031 | $3,270+53.9% | $4,049+24.3% | $3,607+39.5% |
| Admin fee / account holder | $10,865 | $5,055+115.0% | $7,497+44.9% | $5,124+112.0% |