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 | $162,292 | $48,750+232.9% | $88,946+82.5% | $74,304+118.4% |
| Participation rate | 66.3% | 44.5%+21.9pp | 68.8%-2.5pp | 60.3%+6.0pp |
| Annual return | 15.81% | 25.91%-10.1pp | 57.82%-42.0pp | 29.43%-13.6pp |
| Employer contribution / active EE | $3,021 | $1,255+140.8% | $2,555+18.3% | $2,241+34.8% |
| Participant deferral / active EE | $7,988 | $2,423+229.7% | $4,581+74.4% | $3,767+112.0% |
| Admin fee / account holder | $8,363 | $3,756+122.7% | $8,261+1.2% | $2,969+181.7% |