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 | $210,381 | $81,248+158.9% | $155,509+35.3% | $80,856+160.2% |
| Participation rate | 56.3% | 66.2%-10.0pp | 78.2%-21.9pp | 67.6%-11.4pp |
| Annual return | 16.92% | 33.31%-16.4pp | 64.67%-47.7pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,657 | $3,100-14.3% | $4,672-43.1% | $2,755-3.6% |
| Participant deferral / active EE | $6,908 | $3,452+100.1% | $5,626+22.8% | $4,296+60.8% |
| Admin fee / account holder | $482 | $7,997-94.0% | $15,912-97.0% | $6,918-93.0% |