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 | $221,642 | $89,355+148.0% | $141,162+57.0% | $72,985+203.7% |
| Participation rate | 69.2% | 75.1%-5.9pp | 82.5%-13.2pp | 69.5%-0.3pp |
| Annual return | 22.99% | 111.85%-88.9pp | 71.39%-48.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $5,385 | $3,114+72.9% | $4,735+13.7% | $2,440+120.7% |
| Participant deferral / active EE | $5,609 | $5,418+3.5% | $6,709-16.4% | $3,607+55.5% |
| Admin fee / account holder | $1,257 | $5,958-78.9% | $10,261-87.8% | $5,124-75.5% |