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 | $209,101 | $58,512+257.4% | $84,015+148.9% | $72,985+186.5% |
| Participation rate | 55.2% | 61.2%-6.1pp | 69.0%-13.8pp | 69.5%-14.3pp |
| Annual return | 20.94% | 28.93%-8.0pp | 71.31%-50.4pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,255 | $1,163+93.9% | $1,983+13.7% | $2,440-7.6% |
| Participant deferral / active EE | $5,306 | $2,394+121.7% | $3,239+63.8% | $3,607+47.1% |
| Admin fee / account holder | $3,320 | $4,569-27.3% | $6,101-45.6% | $5,124-35.2% |