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 | $180,390 | $86,286+109.1% | $111,297+62.1% | $85,850+110.1% |
| Participation rate | 67.4% | 73.3%-5.9pp | 77.3%-9.9pp | 69.3%-1.9pp |
| Annual return | 16.38% | 19.99%-3.6pp | 54.65%-38.3pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,912 | $2,043+42.5% | $2,731+6.6% | $2,565+13.5% |
| Participant deferral / active EE | $8,926 | $3,641+145.2% | $4,487+98.9% | $3,952+125.9% |
| Admin fee / account holder | $764 | $8,188-90.7% | $7,964-90.4% | $6,260-87.8% |