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 | $211,435 | $78,926+167.9% | $136,749+54.6% | $84,808+149.3% |
| Participation rate | 65.9% | 62.2%+3.7pp | 72.1%-6.3pp | 68.3%-2.4pp |
| Annual return | 16.09% | 18.17%-2.1pp | 24.33%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,708 | $2,134+26.9% | $3,400-20.3% | $2,631+2.9% |
| Participant deferral / active EE | $4,576 | $3,168+44.4% | $4,692-2.5% | $4,212+8.7% |
| Admin fee / account holder | $20,290 | $6,369+218.6% | $11,386+78.2% | $7,344+176.3% |