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 | $235,943 | $118,450+99.2% | $98,439+139.7% | $139,434+69.2% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 23.48% | 18.94%+4.5pp | 21.16%+2.3pp | 372.94%-349.5pp |
| Employer contribution / active EE | $1,581 | $3,609-56.2% | $3,048-48.1% | $4,751-66.7% |
| Participant deferral / active EE | $2,033 | $5,392-62.3% | $4,738-57.1% | $6,710-69.7% |
| Admin fee / account holder | $28,863 | $14,026+105.8% | $8,948+222.6% | $11,403+153.1% |