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 | $97,821 | $53,777+81.9% | $134,143-27.1% | $79,858+22.5% |
| Participation rate | 66.7% | 58.8%+7.9pp | 72.2%-5.5pp | 69.6%-3.0pp |
| Annual return | 12.90% | 19.01%-6.1pp | 36.33%-23.4pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,498 | $1,321+13.4% | $3,704-59.5% | $2,471-39.4% |
| Participant deferral / active EE | $4,136 | $2,420+70.9% | $3,499+18.2% | $3,740+10.6% |
| Admin fee / account holder | $9,885 | $3,984+148.1% | $6,684+47.9% | $5,306+86.3% |