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 | $154,298 | $74,927+105.9% | $101,794+51.6% | $84,808+81.9% |
| Participation rate | 63.6% | 61.4%+2.2pp | 69.2%-5.5pp | 68.3%-4.7pp |
| Annual return | 15.68% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,364 | $1,522+55.4% | $2,289+3.3% | $2,631-10.1% |
| Participant deferral / active EE | $5,178 | $3,099+67.1% | $4,084+26.8% | $4,212+22.9% |
| Admin fee / account holder | $28,402 | $6,514+336.0% | $8,777+223.6% | $7,344+286.8% |