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 | $245,807 | $109,413+124.7% | $156,263+57.3% | $84,808+189.8% |
| Participation rate | 68.3% | 72.7%-4.4pp | 78.9%-10.7pp | 68.3%-0.1pp |
| Annual return | 18.40% | 20.18%-1.8pp | 59.47%-41.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,743 | $2,907-5.6% | $4,333-36.7% | $2,631+4.3% |
| Participant deferral / active EE | $5,739 | $4,590+25.1% | $6,158-6.8% | $4,212+36.3% |
| Admin fee / account holder | $11,307 | $9,357+20.8% | $14,255-20.7% | $7,344+54.0% |