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 | $164,056 | $79,449+106.5% | $189,557-13.5% | $85,850+91.1% |
| Participation rate | 66.7% | 66.0%+0.7pp | 78.4%-11.8pp | 69.3%-2.6pp |
| Annual return | 13.99% | 18.45%-4.5pp | 64.17%-50.2pp | 318.53%-304.5pp |
| Employer contribution / active EE | $2,686 | $2,081+29.1% | $4,412-39.1% | $2,565+4.7% |
| Participant deferral / active EE | $7,252 | $4,051+79.0% | $6,174+17.5% | $3,952+83.5% |
| Admin fee / account holder | $31,446 | $5,377+484.8% | $9,807+220.6% | $6,260+402.3% |