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 | $240,124 | $85,515+180.8% | $112,040+114.3% | $67,986+253.2% |
| Participation rate | 67.0% | 68.2%-1.2pp | 76.5%-9.5pp | 57.2%+9.8pp |
| Annual return | 15.62% | 29.68%-14.1pp | 24.52%-8.9pp | 31.67%-16.0pp |
| Employer contribution / active EE | $1,947 | $2,191-11.1% | $2,954-34.1% | $2,019-3.6% |
| Participant deferral / active EE | $7,966 | $4,014+98.4% | $5,098+56.3% | $3,358+137.2% |
| Admin fee / account holder | $24,587 | $3,774+551.5% | $12,098+103.2% | $3,203+667.6% |