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 | $117,615 | $71,050+65.5% | $93,606+25.6% | $80,856+45.5% |
| Participation rate | 61.3% | 60.4%+0.9pp | 68.7%-7.4pp | 67.6%-6.3pp |
| Annual return | 12.96% | 11.26%+1.7pp | 133.20%-120.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,780 | $1,564+13.8% | $2,420-26.4% | $2,755-35.4% |
| Participant deferral / active EE | $4,122 | $4,034+2.2% | $4,411-6.6% | $4,296-4.1% |
| Admin fee / account holder | $14,436 | $6,945+107.9% | $8,285+74.2% | $6,918+108.7% |