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 | $172,527 | $71,050+142.8% | $93,606+84.3% | $80,856+113.4% |
| Participation rate | 61.5% | 60.4%+1.1pp | 68.7%-7.2pp | 67.6%-6.1pp |
| Annual return | 12.07% | 11.26%+0.8pp | 133.20%-121.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,785 | $1,564+78.1% | $2,420+15.1% | $2,755+1.1% |
| Participant deferral / active EE | $4,698 | $4,034+16.5% | $4,411+6.5% | $4,296+9.4% |
| Admin fee / account holder | $11,528 | $6,945+66.0% | $8,285+39.1% | $6,918+66.6% |