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 | $187,329 | $80,717+132.1% | $154,803+21.0% | $84,808+120.9% |
| Participation rate | 64.0% | 66.8%-2.8pp | 78.1%-14.1pp | 68.3%-4.3pp |
| Annual return | 16.54% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,369 | $2,761-14.2% | $4,305-45.0% | $2,631-9.9% |
| Participant deferral / active EE | $3,882 | $3,303+17.5% | $5,540-29.9% | $4,212-7.8% |
| Admin fee / account holder | $1,693 | $6,746-74.9% | $14,329-88.2% | $7,344-76.9% |