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 | $194,430 | $96,484+101.5% | $75,886+156.2% | $152,861+27.2% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.4%-15.8pp |
| Annual return | 23.59% | 33.98%-10.4pp | 30.76%-7.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,855 | $3,309-44.0% | $2,500-25.8% | $4,762-61.1% |
| Participant deferral / active EE | $4,802 | $4,553+5.5% | $3,603+33.3% | $5,850-17.9% |
| Admin fee / account holder | $4,369 | $8,078-45.9% | $5,418-19.4% | $11,596-62.3% |