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 | $205,997 | $63,346+225.2% | $92,233+123.3% | $70,131+193.7% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 17.28% | 530.12%-512.8pp | 176.28%-159.0pp | 73.14%-55.9pp |
| Employer contribution / active EE | $3,408 | $2,471+37.9% | $3,679-7.4% | $2,342+45.5% |
| Participant deferral / active EE | $8,647 | $2,854+203.0% | $3,897+121.9% | $3,332+159.5% |
| Admin fee / account holder | $509 | $3,840-86.8% | $5,194-90.2% | $4,645-89.0% |