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 | $174,988 | $63,703+174.7% | $93,063+88.0% | $82,448+112.2% |
| Participation rate | 66.2% | 63.8%+2.4pp | 72.1%-5.9pp | 68.1%-1.8pp |
| Annual return | 14.64% | -775.43%+790.1pp | 34.15%-19.5pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,162 | $1,729+83.0% | $2,476+27.7% | $2,551+24.0% |
| Participant deferral / active EE | $6,168 | $2,919+111.3% | $3,958+55.8% | $4,139+49.0% |
| Admin fee / account holder | $27,560 | $5,982+360.7% | $6,033+356.8% | $7,234+281.0% |