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 | $173,848 | $46,869+270.9% | $122,332+42.1% | $70,131+147.9% |
| Participation rate | 53.5% | 58.2%-4.7pp | 71.6%-18.1pp | 69.5%-16.1pp |
| Annual return | 19.88% | 24.22%-4.3pp | 30.27%-10.4pp | 73.14%-53.3pp |
| Employer contribution / active EE | $4,427 | $1,288+243.7% | $4,050+9.3% | $2,342+89.0% |
| Participant deferral / active EE | $7,723 | $2,166+256.5% | $3,287+135.0% | $3,332+131.8% |
| Admin fee / account holder | $4,198 | $3,322+26.3% | $5,478-23.4% | $4,645-9.6% |