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 | $201,035 | $80,673+149.2% | $101,326+98.4% | $84,808+137.0% |
| Participation rate | 68.4% | 77.8%-9.4pp | 81.5%-13.1pp | 68.3%+0.1pp |
| Annual return | 16.50% | 38.95%-22.5pp | 36.82%-20.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,636 | $2,698-39.4% | $3,665-55.4% | $2,631-37.8% |
| Participant deferral / active EE | $5,331 | $6,840-22.1% | $7,994-33.3% | $4,212+26.6% |
| Admin fee / account holder | $8,314 | $12,784-35.0% | $11,185-25.7% | $7,344+13.2% |