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 | $200,595 | $78,926+154.2% | $136,749+46.7% | $84,808+136.5% |
| Participation rate | 69.6% | 62.2%+7.4pp | 72.1%-2.6pp | 68.3%+1.3pp |
| Annual return | 20.00% | 18.17%+1.8pp | 24.33%-4.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,446 | $2,134+14.6% | $3,400-28.0% | $2,631-7.0% |
| Participant deferral / active EE | $6,171 | $3,168+94.8% | $4,692+31.5% | $4,212+46.5% |
| Admin fee / account holder | $7,751 | $6,369+21.7% | $11,386-31.9% | $7,344+5.6% |