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 | $160,653 | $71,050+126.1% | $93,606+71.6% | $80,856+98.7% |
| Participation rate | 52.4% | 60.4%-8.0pp | 68.7%-16.3pp | 67.6%-15.3pp |
| Annual return | 11.57% | 11.26%+0.3pp | 133.20%-121.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,558 | $1,564+63.6% | $2,420+5.7% | $2,755-7.1% |
| Participant deferral / active EE | $5,964 | $4,034+47.8% | $4,411+35.2% | $4,296+38.8% |
| Admin fee / account holder | $12,151 | $6,945+75.0% | $8,285+46.7% | $6,918+75.6% |