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 | $231,593 | $109,881+110.8% | $150,045+54.3% | $84,808+173.1% |
| Participation rate | 69.4% | 76.1%-6.7pp | 82.3%-12.9pp | 68.3%+1.1pp |
| Annual return | 17.04% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $8,903 | $3,561+150.0% | $4,693+89.7% | $2,631+238.4% |
| Participant deferral / active EE | $10,368 | $6,636+56.2% | $7,997+29.6% | $4,212+146.2% |
| Admin fee / account holder | $3,950 | $8,568-53.9% | $13,435-70.6% | $7,344-46.2% |