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 | $113,465 | $54,762+107.2% | $90,281+25.7% | $72,985+55.5% |
| Participation rate | 61.5% | 65.1%-3.6pp | 73.3%-11.7pp | 69.5%-7.9pp |
| Annual return | 22.14% | 30.63%-8.5pp | 78.10%-56.0pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,530 | $2,092+20.9% | $2,854-11.4% | $2,440+3.7% |
| Participant deferral / active EE | $4,799 | $2,887+66.2% | $3,885+23.5% | $3,607+33.0% |
| Admin fee / account holder | $2,445 | $3,972-38.5% | $5,351-54.3% | $5,124-52.3% |