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 | $154,122 | $58,208+164.8% | $81,812+88.4% | $80,856+90.6% |
| Participation rate | 66.7% | 63.4%+3.3pp | 72.3%-5.7pp | 67.6%-1.0pp |
| Annual return | 16.57% | 41.66%-25.1pp | 773.79%-757.2pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,873 | $2,340-20.0% | $2,912-35.7% | $2,755-32.0% |
| Participant deferral / active EE | $3,487 | $3,281+6.3% | $4,319-19.3% | $4,296-18.8% |
| Admin fee / account holder | $3,124 | $4,981-37.3% | $7,386-57.7% | $6,918-54.8% |