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 | $199,878 | $95,416+109.5% | $185,823+7.6% | $85,850+132.8% |
| Participation rate | 62.8% | 68.8%-6.0pp | 81.7%-18.9pp | 69.3%-6.5pp |
| Annual return | 18.61% | 23.59%-5.0pp | 122.05%-103.4pp | 318.53%-299.9pp |
| Employer contribution / active EE | $2,106 | $3,314-36.4% | $5,167-59.2% | $2,565-17.9% |
| Participant deferral / active EE | $5,626 | $3,423+64.4% | $5,568+1.1% | $3,952+42.4% |
| Admin fee / account holder | $2,349 | $7,213-67.4% | $16,237-85.5% | $6,260-62.5% |