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 | $218,930 | $101,724+115.2% | $164,813+32.8% | $80,856+170.8% |
| Participation rate | 68.7% | 71.8%-3.2pp | 78.6%-9.9pp | 67.6%+1.0pp |
| Annual return | 19.26% | 16.72%+2.5pp | 69.93%-50.7pp | 35.59%-16.3pp |
| Employer contribution / active EE | $2,075 | $2,953-29.7% | $4,341-52.2% | $2,755-24.7% |
| Participant deferral / active EE | $5,297 | $4,477+18.3% | $6,031-12.2% | $4,296+23.3% |
| Admin fee / account holder | $9,931 | $8,227+20.7% | $12,690-21.7% | $6,918+43.6% |