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 | $121,430 | $84,556+43.6% | $116,228+4.5% | $74,304+63.4% |
| Participation rate | 63.1% | 66.0%-3.0pp | 74.6%-11.5pp | 60.3%+2.7pp |
| Annual return | 17.57% | 18.35%-0.8pp | 90.06%-72.5pp | 29.43%-11.9pp |
| Employer contribution / active EE | $2,422 | $2,168+11.7% | $2,994-19.1% | $2,241+8.0% |
| Participant deferral / active EE | $4,597 | $3,814+20.5% | $4,953-7.2% | $3,767+22.0% |
| Admin fee / account holder | $7,238 | $3,792+90.9% | $11,989-39.6% | $2,969+143.8% |