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 | $168,935 | $65,395+158.3% | $182,532-7.4% | $72,985+131.5% |
| Participation rate | 67.4% | 65.4%+1.9pp | 78.0%-10.6pp | 69.5%-2.1pp |
| Annual return | 24.57% | 27.68%-3.1pp | 148.54%-124.0pp | 81.00%-56.4pp |
| Employer contribution / active EE | $3,205 | $1,911+67.7% | $4,076-21.4% | $2,440+31.4% |
| Participant deferral / active EE | $7,058 | $3,563+98.1% | $5,524+27.8% | $3,607+95.7% |
| Admin fee / account holder | $8,159 | $4,245+92.2% | $8,592-5.0% | $5,124+59.2% |