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 | $220,699 | $95,453+131.2% | $112,040+97.0% | $82,448+167.7% |
| Participation rate | 68.8% | 72.8%-4.0pp | 76.5%-7.7pp | 68.1%+0.7pp |
| Annual return | 13.89% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.8pp |
| Employer contribution / active EE | $3,152 | $2,318+36.0% | $2,954+6.7% | $2,551+23.5% |
| Participant deferral / active EE | $5,978 | $4,224+41.5% | $5,098+17.3% | $4,139+44.4% |
| Admin fee / account holder | $8,044 | $9,013-10.8% | $12,098-33.5% | $7,234+11.2% |