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 | $228,038 | $89,753+154.1% | $107,525+112.1% | $84,808+168.9% |
| Participation rate | 53.3% | 68.1%-14.7pp | 75.1%-21.7pp | 68.3%-15.0pp |
| Annual return | 13.08% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,753 | $3,113-11.6% | $3,754-26.7% | $2,631+4.6% |
| Participant deferral / active EE | $6,227 | $4,056+53.5% | $5,116+21.7% | $4,212+47.9% |
| Admin fee / account holder | $46,347 | $7,222+541.7% | $8,919+419.7% | $7,344+531.1% |