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 | $217,354 | $50,082+334.0% | $93,406+132.7% | $79,858+172.2% |
| Participation rate | 68.1% | 60.9%+7.1pp | 66.8%+1.2pp | 69.6%-1.6pp |
| Annual return | 17.04% | 24.59%-7.5pp | 78.05%-61.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $3,172 | $1,303+143.4% | $2,075+52.9% | $2,471+28.4% |
| Participant deferral / active EE | $6,739 | $2,212+204.6% | $3,126+115.6% | $3,740+80.2% |
| Admin fee / account holder | $1,906 | $3,454-44.8% | $5,230-63.5% | $5,306-64.1% |