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 | $189,820 | $71,050+167.2% | $93,606+102.8% | $80,856+134.8% |
| Participation rate | 57.7% | 60.4%-2.7pp | 68.7%-11.0pp | 67.6%-9.9pp |
| Annual return | 12.99% | 11.26%+1.7pp | 133.20%-120.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,510 | $1,564+60.5% | $2,420+3.7% | $2,755-8.9% |
| Participant deferral / active EE | $5,688 | $4,034+41.0% | $4,411+28.9% | $4,296+32.4% |
| Admin fee / account holder | $13,281 | $6,945+91.2% | $8,285+60.3% | $6,918+92.0% |