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 | $171,283 | $110,257+55.3% | $96,544+77.4% | $139,434+22.8% |
| Participation rate | 58.3% | 78.1%-19.8pp | 76.0%-17.6pp | 80.3%-22.0pp |
| Annual return | 20.29% | 26.32%-6.0pp | 25.84%-5.6pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,870 | $3,620-48.3% | $2,965-36.9% | $4,751-60.6% |
| Participant deferral / active EE | $3,625 | $5,548-34.7% | $4,851-25.3% | $6,710-46.0% |
| Admin fee / account holder | $2,233 | $11,591-80.7% | $8,252-72.9% | $11,403-80.4% |