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 | $168,917 | $53,777+214.1% | $134,143+25.9% | $79,858+111.5% |
| Participation rate | 58.6% | 58.8%-0.2pp | 72.2%-13.6pp | 69.6%-11.0pp |
| Annual return | 22.72% | 19.01%+3.7pp | 36.33%-13.6pp | 31.71%-9.0pp |
| Employer contribution / active EE | $3,007 | $1,321+127.6% | $3,704-18.8% | $2,471+21.7% |
| Participant deferral / active EE | $8,042 | $2,420+232.3% | $3,499+129.8% | $3,740+115.0% |
| Admin fee / account holder | $2,027 | $3,984-49.1% | $6,684-69.7% | $5,306-61.8% |