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 | $225,523 | $54,705+312.3% | $71,209+216.7% | $84,808+165.9% |
| Participation rate | 68.0% | 64.1%+3.9pp | 73.8%-5.8pp | 68.3%-0.3pp |
| Annual return | 19.17% | 35.90%-16.7pp | 282.51%-263.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $5,556 | $2,158+157.5% | $2,721+104.2% | $2,631+111.2% |
| Participant deferral / active EE | $10,938 | $3,030+260.9% | $4,175+162.0% | $4,212+159.7% |
| Admin fee / account holder | $15,466 | $4,863+218.0% | $5,349+189.2% | $7,344+110.6% |