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 | $231,674 | $91,190+154.1% | $178,490+29.8% | $79,858+190.1% |
| Participation rate | 65.9% | 69.2%-3.3pp | 81.9%-16.1pp | 69.6%-3.8pp |
| Annual return | 13.00% | 24.19%-11.2pp | 151.07%-138.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $7,099 | $3,256+118.0% | $5,011+41.7% | $2,471+187.3% |
| Participant deferral / active EE | $4,694 | $3,236+45.1% | $5,202-9.8% | $3,740+25.5% |
| Admin fee / account holder | $4,269 | $6,751-36.8% | $13,984-69.5% | $5,306-19.5% |