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 | $153,477 | $58,208+163.7% | $81,812+87.6% | $80,856+89.8% |
| Participation rate | 60.0% | 63.4%-3.4pp | 72.3%-12.3pp | 67.6%-7.6pp |
| Annual return | 11.77% | 41.66%-29.9pp | 773.79%-762.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $5,425 | $2,340+131.8% | $2,912+86.3% | $2,755+96.9% |
| Participant deferral / active EE | $7,646 | $3,281+133.1% | $4,319+77.1% | $4,296+78.0% |
| Admin fee / account holder | $11,070 | $4,981+122.2% | $7,386+49.9% | $6,918+60.0% |