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 | $174,163 | $81,248+114.4% | $155,509+12.0% | $80,856+115.4% |
| Participation rate | 67.5% | 66.2%+1.3pp | 78.2%-10.7pp | 67.6%-0.1pp |
| Annual return | 20.02% | 33.31%-13.3pp | 64.67%-44.6pp | 35.59%-15.6pp |
| Employer contribution / active EE | $3,192 | $3,100+3.0% | $4,672-31.7% | $2,755+15.9% |
| Participant deferral / active EE | $7,386 | $3,452+114.0% | $5,626+31.3% | $4,296+71.9% |
| Admin fee / account holder | $4,918 | $7,997-38.5% | $15,912-69.1% | $6,918-28.9% |