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 | $97,376 | $49,177+98.0% | $79,464+22.5% | $64,186+51.7% |
| Participation rate | 69.0% | 65.0%+3.9pp | 73.3%-4.4pp | 69.6%-0.6pp |
| Annual return | 19.60% | -1.16%+20.8pp | 718.14%-698.5pp | 7.63%+12.0pp |
| Employer contribution / active EE | $1,514 | $2,076-27.1% | $2,800-45.9% | $2,381-36.4% |
| Participant deferral / active EE | $3,581 | $2,821+26.9% | $3,704-3.3% | $3,470+3.2% |
| Admin fee / account holder | $5,192 | $3,839+35.2% | $5,113+1.5% | $4,888+6.2% |