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 | $100,775 | $67,606+49.1% | $82,313+22.4% | $70,131+43.7% |
| Participation rate | 69.5% | 72.8%-3.3pp | 76.9%-7.4pp | 69.5%0pp |
| Annual return | 15.09% | 21.57%-6.5pp | 25.88%-10.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $3,295 | $1,755+87.8% | $2,428+35.7% | $2,342+40.7% |
| Participant deferral / active EE | $4,153 | $2,987+39.0% | $3,706+12.1% | $3,332+24.7% |
| Admin fee / account holder | $12,510 | $4,512+177.3% | $5,608+123.1% | $4,645+169.3% |