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 | $246,060 | $93,346+163.6% | $71,796+242.7% | $273,961-10.2% |
| Participation rate | 69.6% | 76.5%-7.0pp | 69.1%+0.5pp | 83.0%-13.5pp |
| Annual return | 6.89% | 130.39%-123.5pp | 78.04%-71.1pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,490 | $2,733-8.9% | $1,924+29.4% | $4,869-48.8% |
| Participant deferral / active EE | $6,303 | $3,475+81.4% | $2,794+125.6% | $5,287+19.2% |
| Admin fee / account holder | $2,447 | $6,571-62.8% | $4,815-49.2% | $10,132-75.8% |