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 | $176,248 | $83,477+111.1% | $125,175+40.8% | $72,985+141.5% |
| Participation rate | 68.1% | 73.3%-5.2pp | 79.8%-11.7pp | 69.5%-1.4pp |
| Annual return | 25.98% | 25.78%+0.2pp | 43.79%-17.8pp | 81.00%-55.0pp |
| Employer contribution / active EE | $3,224 | $2,345+37.5% | $3,865-16.6% | $2,440+32.1% |
| Participant deferral / active EE | $1,795 | $3,585-49.9% | $4,937-63.6% | $3,607-50.3% |
| Admin fee / account holder | $7,983 | $5,517+44.7% | $9,702-17.7% | $5,124+55.8% |