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 | $193,918 | $109,413+77.2% | $156,263+24.1% | $84,808+128.7% |
| Participation rate | 67.4% | 72.7%-5.2pp | 78.9%-11.5pp | 68.3%-0.9pp |
| Annual return | 17.50% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $4,915 | $2,907+69.1% | $4,333+13.4% | $2,631+86.8% |
| Participant deferral / active EE | $6,245 | $4,590+36.1% | $6,158+1.4% | $4,212+48.3% |
| Admin fee / account holder | $5,533 | $9,357-40.9% | $14,255-61.2% | $7,344-24.7% |