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 | $104,667 | $48,750+114.7% | $88,946+17.7% | $74,304+40.9% |
| Participation rate | 60.9% | 44.5%+16.4pp | 68.8%-7.9pp | 60.3%+0.6pp |
| Annual return | 14.36% | 25.91%-11.5pp | 57.82%-43.5pp | 29.43%-15.1pp |
| Employer contribution / active EE | $3,282 | $1,255+161.5% | $2,555+28.4% | $2,241+46.4% |
| Participant deferral / active EE | $4,081 | $2,423+68.4% | $4,581-10.9% | $3,767+8.3% |
| Admin fee / account holder | $5,455 | $3,756+45.2% | $8,261-34.0% | $2,969+83.7% |