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 | $174,106 | $58,879+195.7% | $178,490-2.5% | $73,488+136.9% |
| Participation rate | 66.7% | 66.2%+0.4pp | 81.9%-15.3pp | 70.7%-4.0pp |
| Annual return | 26.07% | 24.86%+1.2pp | 151.07%-125.0pp | 28.51%-2.4pp |
| Employer contribution / active EE | $1,642 | $2,236-26.6% | $5,011-67.2% | $2,270-27.7% |
| Participant deferral / active EE | $4,720 | $2,567+83.9% | $5,202-9.3% | $3,740+26.2% |
| Admin fee / account holder | $7,461 | $400+1763.8% | $13,984-46.6% | $513+1354.2% |