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 | $229,127 | $63,861+258.8% | $104,607+119.0% | $79,858+186.9% |
| Participation rate | 65.4% | 64.9%+0.5pp | 74.1%-8.7pp | 69.6%-4.2pp |
| Annual return | 15.91% | 21.30%-5.4pp | 340.46%-324.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $3,087 | $1,588+94.4% | $2,681+15.2% | $2,471+25.0% |
| Participant deferral / active EE | $7,133 | $2,693+164.8% | $3,740+90.7% | $3,740+90.7% |
| Admin fee / account holder | $43,384 | $4,185+936.7% | $6,473+570.2% | $5,306+717.6% |