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 | $176,273 | $76,367+130.8% | $93,606+88.3% | $72,985+141.5% |
| Participation rate | 69.2% | 71.7%-2.5pp | 75.8%-6.6pp | 69.5%-0.3pp |
| Annual return | 22.58% | 25.82%-3.2pp | 32.76%-10.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $7,254 | $2,275+218.8% | $2,718+166.9% | $2,440+197.3% |
| Participant deferral / active EE | $5,326 | $3,538+50.5% | $4,069+30.9% | $3,607+47.6% |
| Admin fee / account holder | $7,243 | $6,838+5.9% | $7,888-8.2% | $5,124+41.4% |