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 | $202,528 | $83,477+142.6% | $125,175+61.8% | $72,985+177.5% |
| Participation rate | 65.5% | 73.3%-7.8pp | 79.8%-14.3pp | 69.5%-4.0pp |
| Annual return | 19.48% | 25.78%-6.3pp | 43.79%-24.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $3,899 | $2,345+66.3% | $3,865+0.9% | $2,440+59.8% |
| Participant deferral / active EE | $6,737 | $3,585+87.9% | $4,937+36.5% | $3,607+86.8% |
| Admin fee / account holder | $2,787 | $5,517-49.5% | $9,702-71.3% | $5,124-45.6% |