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 | $183,781 | $56,053+227.9% | $75,972+141.9% | $80,856+127.3% |
| Participation rate | 67.3% | 62.0%+5.3pp | 69.1%-1.7pp | 67.6%-0.3pp |
| Annual return | 24.27% | 20.53%+3.7pp | 359.55%-335.3pp | 35.59%-11.3pp |
| Employer contribution / active EE | $1,987 | $1,874+6.0% | $2,685-26.0% | $2,755-27.9% |
| Participant deferral / active EE | $4,984 | $3,052+63.3% | $4,255+17.1% | $4,296+16.0% |
| Admin fee / account holder | $5,036 | $5,234-3.8% | $6,467-22.1% | $6,918-27.2% |