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 | $207,552 | $80,968+156.3% | $96,544+115.0% | $75,163+176.1% |
| Participation rate | 69.6% | 71.8%-2.1pp | 76.0%-6.3pp | 67.2%+2.5pp |
| Annual return | 25.28% | 27.06%-1.8pp | 25.84%-0.6pp | 160.62%-135.3pp |
| Employer contribution / active EE | $2,782 | $2,282+21.9% | $2,965-6.2% | $2,670+4.2% |
| Participant deferral / active EE | $4,807 | $3,928+22.4% | $4,851-0.9% | $4,125+16.5% |
| Admin fee / account holder | $6,097 | $6,724-9.3% | $8,252-26.1% | $5,651+7.9% |