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 | $107,302 | $65,041+65.0% | $90,951+18.0% | $79,858+34.4% |
| Participation rate | 64.2% | 61.6%+2.5pp | 69.0%-4.9pp | 69.6%-5.5pp |
| Annual return | 15.63% | 30.45%-14.8pp | 134.60%-119.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $917 | $1,247-26.5% | $2,122-56.8% | $2,471-62.9% |
| Participant deferral / active EE | $3,667 | $2,512+46.0% | $3,373+8.7% | $3,740-2.0% |
| Admin fee / account holder | $11,506 | $4,536+153.6% | $5,959+93.1% | $5,306+116.8% |