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 | $167,997 | $68,547+145.1% | $120,354+39.6% | $80,856+107.8% |
| Participation rate | 68.5% | 61.6%+6.9pp | 71.9%-3.4pp | 67.6%+0.9pp |
| Annual return | 19.98% | 23.60%-3.6pp | 107.15%-87.2pp | 35.59%-15.6pp |
| Employer contribution / active EE | $3,349 | $2,051+63.3% | $3,463-3.3% | $2,755+21.6% |
| Participant deferral / active EE | $6,645 | $3,173+109.4% | $4,991+33.1% | $4,296+54.7% |
| Admin fee / account holder | $13,159 | $5,732+129.6% | $9,423+39.6% | $6,918+90.2% |