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 | $162,077 | $79,944+102.7% | $98,439+64.6% | $75,163+115.6% |
| Participation rate | 66.7% | 70.4%-3.7pp | 75.2%-8.5pp | 67.2%-0.5pp |
| Annual return | 23.51% | 19.75%+3.8pp | 21.16%+2.3pp | 160.62%-137.1pp |
| Employer contribution / active EE | $1,361 | $2,264-39.9% | $3,048-55.3% | $2,670-49.0% |
| Participant deferral / active EE | $2,129 | $3,752-43.3% | $4,738-55.1% | $4,125-48.4% |
| Admin fee / account holder | $48,798 | $6,840+613.4% | $8,948+445.4% | $5,651+763.5% |