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 | $234,107 | $64,480+263.1% | $81,382+187.7% | $80,856+189.5% |
| Participation rate | 40.5% | 63.9%-23.3pp | 69.5%-28.9pp | 67.6%-27.1pp |
| Annual return | 25.50% | 16.34%+9.2pp | 24.73%+0.8pp | 35.59%-10.1pp |
| Employer contribution / active EE | $2,203 | $1,978+11.3% | $2,463-10.6% | $2,755-20.0% |
| Participant deferral / active EE | $4,001 | $3,094+29.3% | $3,883+3.0% | $4,296-6.9% |
| Admin fee / account holder | $14,604 | $5,671+157.5% | $5,768+153.2% | $6,918+111.1% |