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 | $243,870 | $81,248+200.2% | $155,509+56.8% | $80,856+201.6% |
| Participation rate | 42.3% | 66.2%-23.9pp | 78.2%-35.9pp | 67.6%-25.3pp |
| Annual return | 12.05% | 33.31%-21.3pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $5,878 | $3,100+89.6% | $4,672+25.8% | $2,755+113.4% |
| Participant deferral / active EE | $6,728 | $3,452+94.9% | $5,626+19.6% | $4,296+56.6% |
| Admin fee / account holder | $87,965 | $7,997+999.9% | $15,912+452.8% | $6,918+1171.5% |