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 | $199,995 | $81,460+145.5% | $103,333+93.5% | $80,856+147.3% |
| Participation rate | 60.6% | 66.8%-6.2pp | 74.5%-13.9pp | 67.6%-7.0pp |
| Annual return | 12.69% | 25.55%-12.9pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $5,403 | $3,105+74.0% | $3,868+39.7% | $2,755+96.1% |
| Participant deferral / active EE | $14,817 | $3,869+283.0% | $5,057+193.0% | $4,296+244.9% |
| Admin fee / account holder | $7,804 | $6,566+18.8% | $8,355-6.6% | $6,918+12.8% |