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 | $45,343+309.1% | $150,298+23.4% | $67,986+172.9% |
| Participation rate | 69.3% | 51.9%+17.4pp | 77.8%-8.5pp | 57.2%+12.1pp |
| Annual return | 15.49% | 33.28%-17.8pp | 62.79%-47.3pp | 31.67%-16.2pp |
| Employer contribution / active EE | $4,284 | $1,462+193.1% | $4,154+3.1% | $2,019+112.2% |
| Participant deferral / active EE | $4,908 | $2,055+138.9% | $5,453-10.0% | $3,358+46.1% |
| Admin fee / account holder | $3,263 | $2,250+45.0% | $14,116-76.9% | $3,203+1.9% |