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 | $120,573 | $66,098+82.4% | $101,794+18.4% | $74,304+62.3% |
| Participation rate | 58.2% | 53.8%+4.4pp | 69.2%-11.0pp | 60.3%-2.2pp |
| Annual return | 17.70% | 19.59%-1.9pp | 30.53%-12.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $2,385 | $1,082+120.5% | $2,289+4.2% | $2,241+6.4% |
| Participant deferral / active EE | $4,713 | $2,781+69.5% | $4,084+15.4% | $3,767+25.1% |
| Admin fee / account holder | $2,927 | $4,146-29.4% | $8,777-66.7% | $2,969-1.4% |