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 | $211,565 | $95,416+121.7% | $185,823+13.9% | $85,850+146.4% |
| Participation rate | 59.0% | 68.8%-9.8pp | 81.7%-22.7pp | 69.3%-10.3pp |
| Annual return | 15.19% | 23.59%-8.4pp | 122.05%-106.9pp | 318.53%-303.3pp |
| Employer contribution / active EE | $3,545 | $3,314+7.0% | $5,167-31.4% | $2,565+38.2% |
| Participant deferral / active EE | $5,558 | $3,423+62.3% | $5,568-0.2% | $3,952+40.6% |
| Admin fee / account holder | $28,809 | $7,213+299.4% | $16,237+77.4% | $6,260+360.2% |