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 | $109,928 | $78,422+40.2% | $95,952+14.6% | $79,858+37.7% |
| Participation rate | 69.5% | 73.5%-4.0pp | 77.1%-7.6pp | 69.6%-0.1pp |
| Annual return | 18.88% | 19.37%-0.5pp | 91.61%-72.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,457 | $1,945+26.3% | $2,541-3.3% | $2,471-0.6% |
| Participant deferral / active EE | $6,919 | $3,440+101.1% | $4,167+66.0% | $3,740+85.0% |
| Admin fee / account holder | $962 | $5,622-82.9% | $6,795-85.8% | $5,306-81.9% |