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 | $199,331 | $61,605+223.6% | $112,229+77.6% | $75,163+165.2% |
| Participation rate | 67.3% | 61.7%+5.6pp | 72.4%-5.2pp | 67.2%+0.1pp |
| Annual return | 22.31% | 28.47%-6.2pp | 30.20%-7.9pp | 160.62%-138.3pp |
| Employer contribution / active EE | $2,103 | $2,015+4.3% | $3,430-38.7% | $2,670-21.2% |
| Participant deferral / active EE | $4,007 | $3,108+28.9% | $4,798-16.5% | $4,125-2.9% |
| Admin fee / account holder | $17,181 | $4,862+253.4% | $7,748+121.7% | $5,651+204.0% |