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 | $197,271 | $104,251+89.2% | $91,001+116.8% | $147,584+33.7% |
| Participation rate | 63.6% | 78.2%-14.6pp | 75.6%-12.0pp | 82.8%-19.2pp |
| Annual return | 15.71% | 27.06%-11.4pp | 4.60%+11.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,481 | $3,116-52.5% | $2,456-39.7% | $4,876-69.6% |
| Participant deferral / active EE | $3,552 | $4,195-15.3% | $3,547+0.1% | $5,439-34.7% |
| Admin fee / account holder | $4,345 | $8,948-51.4% | $5,417-19.8% | $10,885-60.1% |