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 | $207,251 | $109,413+89.4% | $156,263+32.6% | $84,808+144.4% |
| Participation rate | 53.1% | 72.7%-19.6pp | 78.9%-25.8pp | 68.3%-15.2pp |
| Annual return | 18.76% | 20.18%-1.4pp | 59.47%-40.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,713 | $2,907-6.7% | $4,333-37.4% | $2,631+3.1% |
| Participant deferral / active EE | $6,108 | $4,590+33.1% | $6,158-0.8% | $4,212+45.0% |
| Admin fee / account holder | $6,597 | $9,357-29.5% | $14,255-53.7% | $7,344-10.2% |