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 | $119,525 | $71,050+68.2% | $93,606+27.7% | $80,856+47.8% |
| Participation rate | 64.9% | 60.4%+4.5pp | 68.7%-3.9pp | 67.6%-2.8pp |
| Annual return | 19.05% | 11.26%+7.8pp | 133.20%-114.1pp | 35.59%-16.5pp |
| Employer contribution / active EE | $1,772 | $1,564+13.3% | $2,420-26.8% | $2,755-35.7% |
| Participant deferral / active EE | $6,222 | $4,034+54.3% | $4,411+41.1% | $4,296+44.9% |
| Admin fee / account holder | $1,808 | $6,945-74.0% | $8,285-78.2% | $6,918-73.9% |