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 | $203,908 | $90,503+125.3% | $78,689+159.1% | $273,961-25.6% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 9.35% | 75.60%-66.3pp | 62.18%-52.8pp | 41.45%-32.1pp |
| Employer contribution / active EE | $2,065 | $3,176-35.0% | $2,851-27.5% | $4,869-57.6% |
| Participant deferral / active EE | $4,235 | $3,901+8.5% | $3,517+20.4% | $5,287-19.9% |
| Admin fee / account holder | $5,691 | $5,263+8.1% | $4,510+26.2% | $10,132-43.8% |