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 | $147,760 | $54,705+170.1% | $71,209+107.5% | $84,808+74.2% |
| Participation rate | 45.8% | 64.1%-18.2pp | 73.8%-27.9pp | 68.3%-22.5pp |
| Annual return | 14.69% | 35.90%-21.2pp | 282.51%-267.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,163 | $2,158+0.3% | $2,721-20.5% | $2,631-17.8% |
| Participant deferral / active EE | $3,636 | $3,030+20.0% | $4,175-12.9% | $4,212-13.7% |
| Admin fee / account holder | $11,833 | $4,863+143.3% | $5,349+121.2% | $7,344+61.1% |