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 | $234,509 | $78,422+199.0% | $95,952+144.4% | $79,858+193.7% |
| Participation rate | 52.3% | 73.5%-21.2pp | 77.1%-24.8pp | 69.6%-17.3pp |
| Annual return | 23.38% | 19.37%+4.0pp | 91.61%-68.2pp | 31.71%-8.3pp |
| Employer contribution / active EE | $2,633 | $1,945+35.4% | $2,541+3.6% | $2,471+6.6% |
| Participant deferral / active EE | $3,666 | $3,440+6.6% | $4,167-12.0% | $3,740-2.0% |
| Admin fee / account holder | $3,835 | $5,622-31.8% | $6,795-43.6% | $5,306-27.7% |