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 | $174,821 | $57,354+204.8% | $83,848+108.5% | $64,186+172.4% |
| Participation rate | 65.8% | 68.6%-2.8pp | 76.1%-10.4pp | 69.6%-3.8pp |
| Annual return | 13.51% | 11.38%+2.1pp | 850.88%-837.4pp | 7.63%+5.9pp |
| Employer contribution / active EE | $2,516 | $2,545-1.2% | $3,631-30.7% | $2,381+5.7% |
| Participant deferral / active EE | $4,990 | $2,993+66.7% | $4,082+22.3% | $3,470+43.8% |
| Admin fee / account holder | $443 | $4,046-89.0% | $5,478-91.9% | $4,888-90.9% |