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 | $210,988 | $80,717+161.4% | $154,803+36.3% | $84,808+148.8% |
| Participation rate | 69.9% | 66.8%+3.1pp | 78.1%-8.2pp | 68.3%+1.6pp |
| Annual return | 15.17% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,784 | $2,761+0.8% | $4,305-35.3% | $2,631+5.8% |
| Participant deferral / active EE | $5,240 | $3,303+58.6% | $5,540-5.4% | $4,212+24.4% |
| Admin fee / account holder | $16,606 | $6,746+146.2% | $14,329+15.9% | $7,344+126.1% |