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 | $192,285 | $69,515+176.6% | $86,874+121.3% | $85,850+124.0% |
| Participation rate | 69.7% | 66.3%+3.4pp | 71.6%-1.9pp | 69.3%+0.4pp |
| Annual return | 15.77% | 20.12%-4.4pp | 63.52%-47.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,490 | $1,880-20.8% | $2,495-40.3% | $2,565-41.9% |
| Participant deferral / active EE | $3,337 | $2,919+14.3% | $3,699-9.8% | $3,952-15.5% |
| Admin fee / account holder | $71,334 | $5,972+1094.5% | $5,828+1124.0% | $6,260+1039.5% |