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 | $197,932 | $89,753+120.5% | $107,525+84.1% | $84,808+133.4% |
| Participation rate | 65.1% | 68.1%-2.9pp | 75.1%-10.0pp | 68.3%-3.2pp |
| Annual return | 21.59% | 29.48%-7.9pp | 181.32%-159.7pp | 40.90%-19.3pp |
| Employer contribution / active EE | $2,127 | $3,113-31.7% | $3,754-43.3% | $2,631-19.2% |
| Participant deferral / active EE | $4,873 | $4,056+20.1% | $5,116-4.7% | $4,212+15.7% |
| Admin fee / account holder | $12,975 | $7,222+79.7% | $8,919+45.5% | $7,344+76.7% |