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 | $170,805 | $73,787+131.5% | $98,716+73.0% | $82,448+107.2% |
| Participation rate | 59.3% | 61.4%-2.1pp | 69.3%-10.0pp | 68.1%-8.8pp |
| Annual return | 18.79% | 18.57%+0.2pp | 31.81%-13.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,047 | $1,511+35.4% | $2,279-10.2% | $2,551-19.8% |
| Participant deferral / active EE | $4,886 | $3,081+58.6% | $4,048+20.7% | $4,139+18.0% |
| Admin fee / account holder | $3,629 | $6,500-44.2% | $8,703-58.3% | $7,234-49.8% |