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 | $191,471 | $81,248+135.7% | $155,509+23.1% | $80,856+136.8% |
| Participation rate | 32.1% | 66.2%-34.1pp | 78.2%-46.0pp | 67.6%-35.5pp |
| Annual return | 16.46% | 33.31%-16.8pp | 64.67%-48.2pp | 35.59%-19.1pp |
| Employer contribution / active EE | $3,853 | $3,100+24.3% | $4,672-17.5% | $2,755+39.8% |
| Participant deferral / active EE | $2,364 | $3,452-31.5% | $5,626-58.0% | $4,296-45.0% |
| Admin fee / account holder | $4,357 | $7,997-45.5% | $15,912-72.6% | $6,918-37.0% |