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 | $220,876 | $100,923+118.9% | $150,045+47.2% | $74,304+197.3% |
| Participation rate | 51.3% | 70.1%-18.8pp | 82.3%-31.0pp | 60.3%-9.0pp |
| Annual return | 21.85% | 51.77%-29.9pp | 62.55%-40.7pp | 29.43%-7.6pp |
| Employer contribution / active EE | $2,310 | $3,463-33.3% | $4,693-50.8% | $2,241+3.0% |
| Participant deferral / active EE | $4,528 | $6,709-32.5% | $7,997-43.4% | $3,767+20.2% |
| Admin fee / account holder | $2,052 | $2,767-25.9% | $13,435-84.7% | $2,969-30.9% |