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 | $181,463 | $89,355+103.1% | $141,162+28.5% | $72,985+148.6% |
| Participation rate | 60.6% | 75.1%-14.5pp | 82.5%-21.9pp | 69.5%-8.9pp |
| Annual return | 21.71% | 111.85%-90.1pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,822 | $3,114-41.5% | $4,735-61.5% | $2,440-25.3% |
| Participant deferral / active EE | $4,693 | $5,418-13.4% | $6,709-30.1% | $3,607+30.1% |
| Admin fee / account holder | $6,494 | $5,958+9.0% | $10,261-36.7% | $5,124+26.7% |