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 | $123,175 | $91,760+34.2% | $156,181-21.1% | $67,986+81.2% |
| Participation rate | 58.6% | 65.0%-6.5pp | 78.8%-20.3pp | 57.2%+1.4pp |
| Annual return | 21.61% | 18.14%+3.5pp | 64.87%-43.3pp | 31.67%-10.1pp |
| Employer contribution / active EE | $2,829 | $2,419+16.9% | $4,294-34.1% | $2,019+40.2% |
| Participant deferral / active EE | $5,402 | $3,960+36.4% | $6,132-11.9% | $3,358+60.9% |
| Admin fee / account holder | $2,842 | $3,949-28.0% | $14,586-80.5% | $3,203-11.3% |