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 | $183,948 | $72,492+153.7% | $87,100+111.2% | $72,985+152.0% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.9%-12.2pp | 69.5%-4.8pp |
| Annual return | 24.53% | 24.46%+0.1pp | 28.19%-3.7pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,681 | $1,894+41.5% | $2,521+6.3% | $2,440+9.9% |
| Participant deferral / active EE | $6,045 | $3,270+84.9% | $4,049+49.3% | $3,607+67.6% |
| Admin fee / account holder | $8,925 | $5,055+76.6% | $7,497+19.0% | $5,124+74.2% |