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 | $159,885 | $70,428+127.0% | $96,562+65.6% | $85,850+86.2% |
| Participation rate | 52.2% | 61.8%-9.6pp | 69.8%-17.6pp | 69.3%-17.1pp |
| Annual return | 15.52% | 18.59%-3.1pp | 37.78%-22.3pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,491 | $1,413+5.5% | $2,356-36.7% | $2,565-41.9% |
| Participant deferral / active EE | $4,394 | $2,894+51.9% | $3,849+14.2% | $3,952+11.2% |
| Admin fee / account holder | $18,385 | $4,997+267.9% | $6,181+197.4% | $6,260+193.7% |