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 | $219,304 | $101,724+115.6% | $164,813+33.1% | $80,856+171.2% |
| Participation rate | 68.5% | 71.8%-3.3pp | 78.6%-10.1pp | 67.6%+0.9pp |
| Annual return | 10.95% | 16.72%-5.8pp | 69.93%-59.0pp | 35.59%-24.6pp |
| Employer contribution / active EE | $8,519 | $2,953+188.5% | $4,341+96.3% | $2,755+209.3% |
| Participant deferral / active EE | $4,829 | $4,477+7.8% | $6,031-19.9% | $4,296+12.4% |
| Admin fee / account holder | $12,211 | $8,227+48.4% | $12,690-3.8% | $6,918+76.5% |