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 | $241,913 | $106,584+127.0% | $101,326+138.7% | $142,382+69.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 20.19% | 36.93%-16.7pp | 36.82%-16.6pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,877 | $3,956-2.0% | $3,665+5.8% | $4,299-9.8% |
| Participant deferral / active EE | $9,524 | $8,297+14.8% | $7,994+19.1% | $6,507+46.4% |
| Admin fee / account holder | $617 | $11,446-94.6% | $11,185-94.5% | $12,624-95.1% |