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 | $223,871 | $89,753+149.4% | $107,525+108.2% | $84,808+164.0% |
| Participation rate | 53.8% | 68.1%-14.2pp | 75.1%-21.2pp | 68.3%-14.5pp |
| Annual return | 14.85% | 29.48%-14.6pp | 181.32%-166.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $5,769 | $3,113+85.3% | $3,754+53.7% | $2,631+119.3% |
| Participant deferral / active EE | $5,621 | $4,056+38.6% | $5,116+9.9% | $4,212+33.5% |
| Admin fee / account holder | $8,575 | $7,222+18.7% | $8,919-3.9% | $7,344+16.8% |