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 | $190,192 | $70,669+169.1% | $169,368+12.3% | $75,163+153.0% |
| Participation rate | 66.7% | 64.8%+1.9pp | 77.1%-10.5pp | 67.2%-0.5pp |
| Annual return | 14.80% | 36.36%-21.6pp | 405.60%-390.8pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,165 | $2,211-2.1% | $4,013-46.0% | $2,670-18.9% |
| Participant deferral / active EE | $6,505 | $4,311+50.9% | $6,221+4.6% | $4,125+57.7% |
| Admin fee / account holder | $13,202 | $5,402+144.4% | $9,003+46.6% | $5,651+133.6% |