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 | $236,157 | $95,803+146.5% | $113,168+108.7% | $84,808+178.5% |
| Participation rate | 62.5% | 72.9%-10.4pp | 76.6%-14.1pp | 68.3%-5.8pp |
| Annual return | 16.15% | 25.00%-8.9pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,598 | $2,360+52.4% | $2,975+20.9% | $2,631+36.7% |
| Participant deferral / active EE | $4,858 | $4,242+14.5% | $5,107-4.9% | $4,212+15.3% |
| Admin fee / account holder | $8,830 | $8,989-1.8% | $12,068-26.8% | $7,344+20.2% |