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 | $222,311 | $63,764+248.6% | $81,930+171.3% | $79,858+178.4% |
| Participation rate | 69.4% | 67.5%+1.9pp | 72.0%-2.6pp | 69.6%-0.2pp |
| Annual return | 23.26% | 22.66%+0.6pp | 29.49%-6.2pp | 31.71%-8.5pp |
| Employer contribution / active EE | $1,538 | $1,795-14.3% | $4,310-64.3% | $2,471-37.8% |
| Participant deferral / active EE | $3,221 | $2,780+15.9% | $7,107-54.7% | $3,740-13.9% |
| Admin fee / account holder | $1,026 | $4,426-76.8% | $5,158-80.1% | $5,306-80.7% |