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 | $185,207 | $110,257+68.0% | $96,544+91.8% | $139,434+32.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 24.48% | 26.32%-1.8pp | 25.84%-1.4pp | 372.94%-348.5pp |
| Employer contribution / active EE | $1,413 | $3,620-61.0% | $2,965-52.3% | $4,751-70.3% |
| Participant deferral / active EE | $3,332 | $5,548-39.9% | $4,851-31.3% | $6,710-50.3% |
| Admin fee / account holder | $7,333 | $11,591-36.7% | $8,252-11.1% | $11,403-35.7% |