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 | $102,254 | $53,777+90.1% | $134,143-23.8% | $79,858+28.0% |
| Participation rate | 69.2% | 58.8%+10.5pp | 72.2%-2.9pp | 69.6%-0.4pp |
| Annual return | 10.83% | 19.01%-8.2pp | 36.33%-25.5pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,923 | $1,321+45.5% | $3,704-48.1% | $2,471-22.2% |
| Participant deferral / active EE | $3,179 | $2,420+31.4% | $3,499-9.1% | $3,740-15.0% |
| Admin fee / account holder | $16,974 | $3,984+326.0% | $6,684+153.9% | $5,306+219.9% |