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 | $221,842 | $51,175+333.5% | $70,515+214.6% | $75,163+195.1% |
| Participation rate | 40.9% | 60.9%-20.0pp | 68.3%-27.4pp | 67.2%-26.3pp |
| Annual return | 20.64% | 30.02%-9.4pp | 32.77%-12.1pp | 160.62%-140.0pp |
| Employer contribution / active EE | $2,425 | $1,826+32.8% | $2,973-18.4% | $2,670-9.2% |
| Participant deferral / active EE | $4,843 | $2,849+70.0% | $4,567+6.1% | $4,125+17.4% |
| Admin fee / account holder | $1,250 | $4,091-69.4% | $6,412-80.5% | $5,651-77.9% |