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 | $217,849 | $93,571+132.8% | $135,903+60.3% | $75,163+189.8% |
| Participation rate | 63.5% | 75.2%-11.7pp | 81.9%-18.4pp | 67.2%-3.7pp |
| Annual return | 17.12% | 30.90%-13.8pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $17,687 | $3,537+400.1% | $4,856+264.2% | $2,670+562.5% |
| Participant deferral / active EE | $7,710 | $6,404+20.4% | $7,758-0.6% | $4,125+86.9% |
| Admin fee / account holder | $42,651 | $6,975+511.5% | $10,762+296.3% | $5,651+654.8% |