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 | $196,138 | $81,248+141.4% | $155,509+26.1% | $80,856+142.6% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 17.74% | 33.31%-15.6pp | 64.67%-46.9pp | 35.59%-17.9pp |
| Employer contribution / active EE | $3,386 | $3,100+9.2% | $4,672-27.5% | $2,755+22.9% |
| Participant deferral / active EE | $4,769 | $3,452+38.2% | $5,626-15.2% | $4,296+11.0% |
| Admin fee / account holder | $6,930 | $7,997-13.4% | $15,912-56.5% | $6,918+0.2% |