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 | $192,698 | $96,484+99.7% | $156,263+23.3% | $74,304+159.3% |
| Participation rate | 64.1% | 67.7%-3.6pp | 78.9%-14.8pp | 60.3%+3.7pp |
| Annual return | 14.87% | 17.73%-2.9pp | 59.47%-44.6pp | 29.43%-14.6pp |
| Employer contribution / active EE | $726 | $2,528-71.3% | $4,333-83.2% | $2,241-67.6% |
| Participant deferral / active EE | $3,705 | $4,286-13.6% | $6,158-39.8% | $3,767-1.7% |
| Admin fee / account holder | $6,671 | $3,728+78.9% | $14,255-53.2% | $2,969+124.7% |