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 | $198,259 | $95,416+107.8% | $185,823+6.7% | $85,850+130.9% |
| Participation rate | 61.1% | 68.8%-7.7pp | 81.7%-20.6pp | 69.3%-8.2pp |
| Annual return | 15.28% | 23.59%-8.3pp | 122.05%-106.8pp | 318.53%-303.2pp |
| Employer contribution / active EE | $4,376 | $3,314+32.1% | $5,167-15.3% | $2,565+70.6% |
| Participant deferral / active EE | $2,063 | $3,423-39.7% | $5,568-62.9% | $3,952-47.8% |
| Admin fee / account holder | $10,466 | $7,213+45.1% | $16,237-35.5% | $6,260+67.2% |