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 | $222,285 | $46,869+374.3% | $122,332+81.7% | $70,131+217.0% |
| Participation rate | 61.5% | 58.2%+3.3pp | 71.6%-10.1pp | 69.5%-8.0pp |
| Annual return | 20.09% | 24.22%-4.1pp | 30.27%-10.2pp | 73.14%-53.0pp |
| Employer contribution / active EE | $2,072 | $1,288+60.9% | $4,050-48.8% | $2,342-11.5% |
| Participant deferral / active EE | $3,549 | $2,166+63.8% | $3,287+8.0% | $3,332+6.5% |
| Admin fee / account holder | $1,810 | $3,322-45.5% | $5,478-67.0% | $4,645-61.0% |