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 | $99,015 | $48,230+105.3% | $67,502+46.7% | $80,856+22.5% |
| Participation rate | 67.6% | 66.4%+1.2pp | 72.9%-5.3pp | 67.6%0pp |
| Annual return | 13.43% | 18.28%-4.8pp | 3512.12%-3498.7pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,738 | $2,020-13.9% | $2,731-36.3% | $2,755-36.9% |
| Participant deferral / active EE | $3,764 | $2,924+28.7% | $4,000-5.9% | $4,296-12.4% |
| Admin fee / account holder | $4,927 | $3,681+33.8% | $3,998+23.3% | $6,918-28.8% |