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 | $232,018 | $95,453+143.1% | $112,040+107.1% | $82,448+181.4% |
| Participation rate | 68.9% | 72.8%-3.8pp | 76.5%-7.6pp | 68.1%+0.9pp |
| Annual return | 16.54% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,691 | $2,318+16.1% | $2,954-8.9% | $2,551+5.5% |
| Participant deferral / active EE | $5,576 | $4,224+32.0% | $5,098+9.4% | $4,139+34.7% |
| Admin fee / account holder | $17,600 | $9,013+95.3% | $12,098+45.5% | $7,234+143.3% |