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 | $98,199 | $52,279+87.8% | $89,391+9.9% | $79,858+23.0% |
| Participation rate | 66.7% | 57.5%+9.1pp | 68.0%-1.3pp | 69.6%-3.0pp |
| Annual return | 12.50% | 22.16%-9.7pp | 245.62%-233.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,379 | $1,572+51.4% | $2,586-8.0% | $2,471-3.7% |
| Participant deferral / active EE | $4,194 | $2,740+53.0% | $3,890+7.8% | $3,740+12.1% |
| Admin fee / account holder | $3,824 | $3,356+13.9% | $4,881-21.7% | $5,306-27.9% |