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 | $181,758 | $124,425+46.1% | $112,040+62.2% | $137,256+32.4% |
| Participation rate | 63.2% | 79.3%-16.2pp | 76.5%-13.3pp | 80.0%-16.8pp |
| Annual return | 14.78% | 24.72%-9.9pp | 24.52%-9.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,485 | $3,411-56.5% | $2,954-49.7% | $4,156-64.3% |
| Participant deferral / active EE | $3,553 | $5,718-37.9% | $5,098-30.3% | $6,407-44.5% |
| Admin fee / account holder | $7,715 | $15,207-49.3% | $12,098-36.2% | $12,270-37.1% |