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 | $218,939 | $58,523+274.1% | $99,443+120.2% | $72,985+200.0% |
| Participation rate | 63.2% | 64.6%-1.5pp | 73.8%-10.7pp | 69.5%-6.3pp |
| Annual return | 26.91% | 28.51%-1.6pp | 30.72%-3.8pp | 81.00%-54.1pp |
| Employer contribution / active EE | $3,075 | $1,512+103.4% | $2,540+21.1% | $2,440+26.0% |
| Participant deferral / active EE | $6,803 | $2,606+161.0% | $3,619+88.0% | $3,607+88.6% |
| Admin fee / account holder | $10,157 | $4,102+147.6% | $6,250+62.5% | $5,124+98.2% |