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 | $216,319 | $94,625+128.6% | $116,228+86.1% | $84,808+155.1% |
| Participation rate | 69.2% | 70.4%-1.2pp | 74.6%-5.3pp | 68.3%+0.9pp |
| Annual return | 14.97% | 20.40%-5.4pp | 90.06%-75.1pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,092 | $2,347-10.8% | $2,994-30.1% | $2,631-20.5% |
| Participant deferral / active EE | $5,155 | $3,972+29.8% | $4,953+4.1% | $4,212+22.4% |
| Admin fee / account holder | $27,163 | $10,091+169.2% | $11,989+126.6% | $7,344+269.9% |