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 | $218,768 | $91,538+139.0% | $129,995+68.3% | $75,163+191.1% |
| Participation rate | 65.9% | 71.4%-5.5pp | 78.5%-12.6pp | 67.2%-1.3pp |
| Annual return | 14.93% | -631.11%+646.0pp | -137.18%+152.1pp | 160.62%-145.7pp |
| Employer contribution / active EE | $3,473 | $2,845+22.0% | $4,320-19.6% | $2,670+30.1% |
| Participant deferral / active EE | $6,485 | $4,341+49.4% | $5,820+11.4% | $4,125+57.2% |
| Admin fee / account holder | $11,966 | $6,790+76.2% | $10,614+12.7% | $5,651+111.8% |