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 | $172,450 | $89,355+93.0% | $141,162+22.2% | $72,985+136.3% |
| Participation rate | 58.9% | 75.1%-16.2pp | 82.5%-23.5pp | 69.5%-10.5pp |
| Annual return | 23.91% | 111.85%-87.9pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $3,607 | $3,114+15.8% | $4,735-23.8% | $2,440+47.9% |
| Participant deferral / active EE | $6,372 | $5,418+17.6% | $6,709-5.0% | $3,607+76.6% |
| Admin fee / account holder | $1,285 | $5,958-78.4% | $10,261-87.5% | $5,124-74.9% |