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 | $172,061 | $70,428+144.3% | $96,562+78.2% | $85,850+100.4% |
| Participation rate | 56.7% | 61.8%-5.1pp | 69.8%-13.1pp | 69.3%-12.6pp |
| Annual return | 15.97% | 18.59%-2.6pp | 37.78%-21.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $2,860 | $1,413+102.4% | $2,356+21.4% | $2,565+11.5% |
| Participant deferral / active EE | $6,665 | $2,894+130.3% | $3,849+73.2% | $3,952+68.7% |
| Admin fee / account holder | $2,124 | $4,997-57.5% | $6,181-65.6% | $6,260-66.1% |