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 | $182,925 | $73,933+147.4% | $96,683+89.2% | $75,163+143.4% |
| Participation rate | 34.3% | 66.4%-32.1pp | 74.3%-40.0pp | 67.2%-32.9pp |
| Annual return | 27.62% | 26.70%+0.9pp | 35.69%-8.1pp | 160.62%-133.0pp |
| Employer contribution / active EE | $1,503 | $2,928-48.7% | $3,737-59.8% | $2,670-43.7% |
| Participant deferral / active EE | $2,487 | $3,659-32.0% | $4,878-49.0% | $4,125-39.7% |
| Admin fee / account holder | $15,678 | $5,216+200.6% | $6,730+133.0% | $5,651+177.4% |