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 | $185,803 | $54,762+239.3% | $90,281+105.8% | $72,985+154.6% |
| Participation rate | 69.4% | 65.1%+4.3pp | 73.3%-3.8pp | 69.5%0pp |
| Annual return | 23.30% | 30.63%-7.3pp | 78.10%-54.8pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,619 | $2,092+25.1% | $2,854-8.3% | $2,440+7.3% |
| Participant deferral / active EE | $4,990 | $2,887+72.9% | $3,885+28.4% | $3,607+38.3% |
| Admin fee / account holder | $907 | $3,972-77.2% | $5,351-83.0% | $5,124-82.3% |