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 | $179,830 | $70,428+155.3% | $96,562+86.2% | $85,850+109.5% |
| Participation rate | 62.7% | 61.8%+0.9pp | 69.8%-7.1pp | 69.3%-6.6pp |
| Annual return | 14.05% | 18.59%-4.5pp | 37.78%-23.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $2,083 | $1,413+47.4% | $2,356-11.6% | $2,565-18.8% |
| Participant deferral / active EE | $4,679 | $2,894+61.7% | $3,849+21.6% | $3,952+18.4% |
| Admin fee / account holder | $12,822 | $4,997+156.6% | $6,181+107.4% | $6,260+104.8% |