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 | $172,619 | $70,428+145.1% | $96,562+78.8% | $85,850+101.1% |
| Participation rate | 65.5% | 61.8%+3.7pp | 69.8%-4.3pp | 69.3%-3.8pp |
| Annual return | 12.45% | 18.59%-6.1pp | 37.78%-25.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $2,657 | $1,413+88.0% | $2,356+12.7% | $2,565+3.6% |
| Participant deferral / active EE | $5,398 | $2,894+86.5% | $3,849+40.2% | $3,952+36.6% |
| Admin fee / account holder | $639 | $4,997-87.2% | $6,181-89.7% | $6,260-89.8% |