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 | $187,734 | $72,012+160.7% | $185,823+1.0% | $79,858+135.1% |
| Participation rate | 64.6% | 65.8%-1.2pp | 78.0%-13.4pp | 69.6%-5.0pp |
| Annual return | 12.80% | 23.12%-10.3pp | 35.95%-23.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $3,395 | $1,965+72.8% | $4,087-17.0% | $2,471+37.4% |
| Participant deferral / active EE | $7,158 | $3,779+89.4% | $5,632+27.1% | $3,740+91.4% |
| Admin fee / account holder | $5,518 | $4,513+22.3% | $9,500-41.9% | $5,306+4.0% |