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 | $106,034 | $51,576+105.6% | $129,207-17.9% | $80,856+31.1% |
| Participation rate | 60.5% | 57.0%+3.5pp | 69.6%-9.1pp | 67.6%-7.1pp |
| Annual return | 12.77% | 20.81%-8.0pp | 9417.33%-9404.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,919 | $1,584+21.2% | $4,153-53.8% | $2,755-30.3% |
| Participant deferral / active EE | $4,685 | $2,669+75.5% | $4,168+12.4% | $4,296+9.1% |
| Admin fee / account holder | $887 | $4,305-79.4% | $7,715-88.5% | $6,918-87.2% |