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 | $98,353 | $65,365+50.5% | $92,893+5.9% | $72,985+34.8% |
| Participation rate | 68.4% | 68.3%+0.1pp | 76.0%-7.6pp | 69.5%-1.1pp |
| Annual return | 20.41% | 42.10%-21.7pp | 109.41%-89.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $2,894 | $2,594+11.6% | $3,653-20.8% | $2,440+18.6% |
| Participant deferral / active EE | $6,099 | $3,128+95.0% | $4,236+44.0% | $3,607+69.1% |
| Admin fee / account holder | $20,437 | $4,251+380.7% | $5,794+252.7% | $5,124+298.8% |