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 | $152,254 | $74,927+103.2% | $101,794+49.6% | $84,808+79.5% |
| Participation rate | 62.3% | 61.4%+0.9pp | 69.2%-6.9pp | 68.3%-6.0pp |
| Annual return | 14.46% | 18.70%-4.2pp | 30.53%-16.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,496 | $1,522+64.0% | $2,289+9.1% | $2,631-5.1% |
| Participant deferral / active EE | $4,603 | $3,099+48.5% | $4,084+12.7% | $4,212+9.3% |
| Admin fee / account holder | $22,323 | $6,514+242.7% | $8,777+154.3% | $7,344+204.0% |