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 | $183,229 | $78,672+132.9% | $109,143+67.9% | $85,850+113.4% |
| Participation rate | 56.4% | 68.3%-11.9pp | 75.9%-19.5pp | 69.3%-12.9pp |
| Annual return | 22.52% | 25.09%-2.6pp | 25.75%-3.2pp | 318.53%-296.0pp |
| Employer contribution / active EE | $2,132 | $2,735-22.1% | $3,722-42.7% | $2,565-16.9% |
| Participant deferral / active EE | $5,453 | $3,467+57.3% | $4,653+17.2% | $3,952+38.0% |
| Admin fee / account holder | $3,086 | $5,469-43.6% | $6,752-54.3% | $6,260-50.7% |