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 | $242,520 | $109,881+120.7% | $150,045+61.6% | $84,808+186.0% |
| Participation rate | 67.9% | 76.1%-8.2pp | 82.3%-14.5pp | 68.3%-0.5pp |
| Annual return | 14.45% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $8,234 | $3,561+131.2% | $4,693+75.5% | $2,631+213.0% |
| Participant deferral / active EE | $9,780 | $6,636+47.4% | $7,997+22.3% | $4,212+132.2% |
| Admin fee / account holder | $41,741 | $8,568+387.2% | $13,435+210.7% | $7,344+468.4% |