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 | $217,938 | $91,019+139.4% | $392,568-44.5% | $72,985+198.6% |
| Participation rate | 66.1% | 74.4%-8.2pp | 78.1%-11.9pp | 69.5%-3.4pp |
| Annual return | 22.66% | 20.00%+2.7pp | 24.42%-1.8pp | 81.00%-58.3pp |
| Employer contribution / active EE | $8,761 | $2,751+218.5% | $3,783+131.6% | $2,440+259.1% |
| Participant deferral / active EE | $14,032 | $4,570+207.1% | $5,985+134.5% | $3,607+289.0% |
| Admin fee / account holder | $21,938 | $4,895+348.2% | $6,260+250.5% | $5,124+328.1% |