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 | $224,995 | $77,314+191.0% | $177,989+26.4% | $80,856+178.3% |
| Participation rate | 66.7% | 65.7%+1.0pp | 77.1%-10.4pp | 67.6%-1.0pp |
| Annual return | 13.35% | 18.09%-4.7pp | 294.48%-281.1pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,094 | $2,292+35.0% | $3,949-21.6% | $2,755+12.3% |
| Participant deferral / active EE | $7,251 | $4,411+64.4% | $6,276+15.5% | $4,296+68.8% |
| Admin fee / account holder | $877 | $7,191-87.8% | $10,363-91.5% | $6,918-87.3% |