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 | $179,745 | $109,413+64.3% | $156,263+15.0% | $84,808+111.9% |
| Participation rate | 62.1% | 72.7%-10.6pp | 78.9%-16.8pp | 68.3%-6.2pp |
| Annual return | 21.65% | 20.18%+1.5pp | 59.47%-37.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $2,469 | $2,907-15.1% | $4,333-43.0% | $2,631-6.2% |
| Participant deferral / active EE | $8,586 | $4,590+87.1% | $6,158+39.4% | $4,212+103.9% |
| Admin fee / account holder | $10,146 | $9,357+8.4% | $14,255-28.8% | $7,344+38.2% |