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 | $120,605 | $78,422+53.8% | $95,952+25.7% | $79,858+51.0% |
| Participation rate | 63.8% | 73.5%-9.7pp | 77.1%-13.2pp | 69.6%-5.8pp |
| Annual return | 12.15% | 19.37%-7.2pp | 91.61%-79.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,572 | $1,945+32.2% | $2,541+1.2% | $2,471+4.1% |
| Participant deferral / active EE | $5,844 | $3,440+69.9% | $4,167+40.2% | $3,740+56.2% |
| Admin fee / account holder | $2,506 | $5,622-55.4% | $6,795-63.1% | $5,306-52.8% |