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 | $230,962 | $77,899+196.5% | $149,673+54.3% | $75,163+207.3% |
| Participation rate | 68.9% | 65.6%+3.3pp | 78.8%-9.9pp | 67.2%+1.7pp |
| Annual return | 16.33% | 31.72%-15.4pp | 134.42%-118.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $14,359 | $3,137+357.7% | $4,818+198.0% | $2,670+437.8% |
| Participant deferral / active EE | $9,137 | $3,411+167.9% | $5,680+60.9% | $4,125+121.5% |
| Admin fee / account holder | $12,153 | $5,956+104.0% | $13,210-8.0% | $5,651+115.1% |