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 | $174,867 | $91,552+91.0% | $133,956+30.5% | $79,858+119.0% |
| Participation rate | 61.7% | 73.3%-11.7pp | 79.8%-18.2pp | 69.6%-8.0pp |
| Annual return | 16.84% | 61.85%-45.0pp | 45.09%-28.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $4,077 | $2,384+71.1% | $3,919+4.1% | $2,471+65.0% |
| Participant deferral / active EE | $6,731 | $3,733+80.3% | $5,048+33.4% | $3,740+80.0% |
| Admin fee / account holder | $7,492 | $6,321+18.5% | $8,927-16.1% | $5,306+41.2% |