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 | $207,823 | $59,101+251.6% | $77,163+169.3% | $75,163+176.5% |
| Participation rate | 65.2% | 63.9%+1.4pp | 69.6%-4.4pp | 67.2%-2.0pp |
| Annual return | 17.02% | 26.71%-9.7pp | 37.87%-20.9pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,711 | $1,995-14.2% | $2,535-32.5% | $2,670-35.9% |
| Participant deferral / active EE | $2,961 | $2,999-1.3% | $3,833-22.7% | $4,125-28.2% |
| Admin fee / account holder | $5,595 | $4,774+17.2% | $5,472+2.3% | $5,651-1.0% |