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 | $135,747 | $71,057+91.0% | $93,654+44.9% | $80,874+67.8% |
| Participation rate | 58.2% | 60.4%-2.2pp | 68.7%-10.5pp | 67.6%-9.5pp |
| Annual return | 14.20% | 11.26%+2.9pp | 133.34%-119.1pp | 35.62%-21.4pp |
| Employer contribution / active EE | $2,969 | $1,564+89.8% | $2,421+22.6% | $2,756+7.7% |
| Participant deferral / active EE | $4,333 | $4,034+7.4% | $4,413-1.8% | $4,297+0.8% |
| Admin fee / account holder | $44,080 | $6,944+534.8% | $8,282+432.2% | $6,935+535.6% |