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 | $159,381 | $72,277+120.5% | $101,248+57.4% | $79,858+99.6% |
| Participation rate | 69.2% | 68.5%+0.8pp | 75.8%-6.6pp | 69.6%-0.4pp |
| Annual return | 26.23% | 22.30%+3.9pp | 46.47%-20.2pp | 31.71%-5.5pp |
| Employer contribution / active EE | $3,982 | $2,692+47.9% | $3,660+8.8% | $2,471+61.2% |
| Participant deferral / active EE | $8,301 | $3,282+153.0% | $4,370+90.0% | $3,740+122.0% |
| Admin fee / account holder | $6,046 | $4,400+37.4% | $5,945+1.7% | $5,306+13.9% |