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 | $154,972 | $91,552+69.3% | $133,956+15.7% | $79,858+94.1% |
| Participation rate | 54.5% | 73.3%-18.8pp | 79.8%-25.3pp | 69.6%-15.1pp |
| Annual return | 15.85% | 61.85%-46.0pp | 45.09%-29.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,909 | $2,384-19.9% | $3,919-51.3% | $2,471-22.7% |
| Participant deferral / active EE | $4,764 | $3,733+27.6% | $5,048-5.6% | $3,740+27.4% |
| Admin fee / account holder | $13,505 | $6,321+113.7% | $8,927+51.3% | $5,306+154.5% |