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 | $99,316 | $71,050+39.8% | $93,606+6.1% | $80,856+22.8% |
| Participation rate | 58.8% | 60.4%-1.6pp | 68.7%-9.9pp | 67.6%-8.8pp |
| Annual return | 15.70% | 11.26%+4.4pp | 133.20%-117.5pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,801 | $1,564+143.1% | $2,420+57.1% | $2,755+38.0% |
| Participant deferral / active EE | $5,038 | $4,034+24.9% | $4,411+14.2% | $4,296+17.3% |
| Admin fee / account holder | $1,605 | $6,945-76.9% | $8,285-80.6% | $6,918-76.8% |