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 | $191,094 | $101,724+87.9% | $164,813+15.9% | $80,856+136.3% |
| Participation rate | 65.5% | 71.8%-6.3pp | 78.6%-13.1pp | 67.6%-2.1pp |
| Annual return | 12.46% | 16.72%-4.3pp | 69.93%-57.5pp | 35.59%-23.1pp |
| Employer contribution / active EE | $10,151 | $2,953+243.7% | $4,341+133.9% | $2,755+268.5% |
| Participant deferral / active EE | $9,400 | $4,477+109.9% | $6,031+55.8% | $4,296+118.8% |
| Admin fee / account holder | $31,619 | $8,227+284.3% | $12,690+149.2% | $6,918+357.1% |