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 | $204,852 | $86,286+137.4% | $111,297+84.1% | $85,850+138.6% |
| Participation rate | 65.6% | 73.3%-7.7pp | 77.3%-11.7pp | 69.3%-3.7pp |
| Annual return | 12.76% | 19.99%-7.2pp | 54.65%-41.9pp | 318.53%-305.8pp |
| Employer contribution / active EE | $3,987 | $2,043+95.1% | $2,731+46.0% | $2,565+55.4% |
| Participant deferral / active EE | $6,189 | $3,641+70.0% | $4,487+37.9% | $3,952+56.6% |
| Admin fee / account holder | $10,042 | $8,188+22.6% | $7,964+26.1% | $6,260+60.4% |