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 | $115,778 | $60,022+92.9% | $88,946+30.2% | $84,808+36.5% |
| Participation rate | 66.7% | 57.8%+8.8pp | 68.8%-2.2pp | 68.3%-1.6pp |
| Annual return | 22.74% | 22.43%+0.3pp | 57.82%-35.1pp | 40.90%-18.2pp |
| Employer contribution / active EE | $4,649 | $1,703+173.0% | $2,555+81.9% | $2,631+76.7% |
| Participant deferral / active EE | $1,420 | $3,114-54.4% | $4,581-69.0% | $4,212-66.3% |
| Admin fee / account holder | $4,428 | $4,811-8.0% | $8,261-46.4% | $7,344-39.7% |