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 | $116,503 | $69,977+66.5% | $108,579+7.3% | $62,891+85.2% |
| Participation rate | 68.9% | 72.9%-4.0pp | 79.6%-10.7pp | 69.3%-0.4pp |
| Annual return | 7.46% | 10.73%-3.3pp | -51.70%+59.2pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,568 | $2,135+20.3% | $3,758-31.7% | $2,281+12.6% |
| Participant deferral / active EE | $5,648 | $3,165+78.5% | $4,311+31.0% | $3,203+76.3% |
| Admin fee / account holder | $13,008 | $5,076+156.2% | $7,645+70.2% | $4,296+202.8% |