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 | $143,408 | $57,057+151.3% | $85,009+68.7% | $80,874+77.3% |
| Participation rate | 65.7% | 56.4%+9.4pp | 67.5%-1.8pp | 67.6%-1.9pp |
| Annual return | 11.27% | 21.66%-10.4pp | 66.47%-55.2pp | 35.62%-24.3pp |
| Employer contribution / active EE | $4,915 | $1,799+173.3% | $2,728+80.2% | $2,756+78.4% |
| Participant deferral / active EE | $11,201 | $3,112+260.0% | $4,522+147.7% | $4,297+160.7% |
| Admin fee / account holder | $23,855 | $4,986+378.4% | $6,153+287.7% | $6,935+244.0% |