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 | $221,530 | $59,839+270.2% | $81,983+170.2% | $79,858+177.4% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.2%-19.2pp | 69.6%-19.6pp |
| Annual return | 18.74% | 17.56%+1.2pp | 41.31%-22.6pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,852 | $1,713+66.4% | $2,498+14.2% | $2,471+15.4% |
| Participant deferral / active EE | $3,228 | $2,695+19.8% | $3,722-13.3% | $3,740-13.7% |
| Admin fee / account holder | $2,449 | $4,287-42.9% | $5,664-56.8% | $5,306-53.8% |