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 | $207,170 | $78,926+162.5% | $136,749+51.5% | $84,808+144.3% |
| Participation rate | 61.5% | 62.2%-0.6pp | 72.1%-10.6pp | 68.3%-6.8pp |
| Annual return | 15.37% | 18.17%-2.8pp | 24.33%-9.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,505 | $2,134-29.5% | $3,400-55.7% | $2,631-42.8% |
| Participant deferral / active EE | $4,823 | $3,168+52.2% | $4,692+2.8% | $4,212+14.5% |
| Admin fee / account holder | $2,237 | $6,369-64.9% | $11,386-80.4% | $7,344-69.5% |