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 | $194,870 | $80,968+140.7% | $96,544+101.8% | $75,163+159.3% |
| Participation rate | 55.0% | 71.8%-16.8pp | 76.0%-21.0pp | 67.2%-12.2pp |
| Annual return | 30.13% | 27.06%+3.1pp | 25.84%+4.3pp | 160.62%-130.5pp |
| Employer contribution / active EE | $2,586 | $2,282+13.3% | $2,965-12.8% | $2,670-3.2% |
| Participant deferral / active EE | $5,270 | $3,928+34.2% | $4,851+8.6% | $4,125+27.7% |
| Admin fee / account holder | $5,714 | $6,724-15.0% | $8,252-30.8% | $5,651+1.1% |