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 | $227,648 | $118,450+92.2% | $98,439+131.3% | $139,434+63.3% |
| Participation rate | 56.3% | 77.4%-21.2pp | 75.2%-18.9pp | 80.3%-24.1pp |
| Annual return | 17.82% | 18.94%-1.1pp | 21.16%-3.3pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,549 | $3,609-57.1% | $3,048-49.2% | $4,751-67.4% |
| Participant deferral / active EE | $5,739 | $5,392+6.4% | $4,738+21.1% | $6,710-14.5% |
| Admin fee / account holder | $3,537 | $14,026-74.8% | $8,948-60.5% | $11,403-69.0% |