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 | $185,514 | $49,915+271.7% | $154,803+19.8% | $74,304+149.7% |
| Participation rate | 69.3% | 54.0%+15.4pp | 78.1%-8.8pp | 60.3%+9.0pp |
| Annual return | 15.49% | 34.06%-18.6pp | 58.88%-43.4pp | 29.43%-13.9pp |
| Employer contribution / active EE | $4,284 | $1,611+165.9% | $4,305-0.5% | $2,241+91.2% |
| Participant deferral / active EE | $4,908 | $2,255+117.7% | $5,540-11.4% | $3,767+30.3% |
| Admin fee / account holder | $3,263 | $2,189+49.1% | $14,329-77.2% | $2,969+9.9% |