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 | $105,325 | $83,369+26.3% | $105,223+0.1% | $67,986+54.9% |
| Participation rate | 62.0% | 56.3%+5.7pp | 75.0%-13.0pp | 57.2%+4.8pp |
| Annual return | 26.87% | 24.64%+2.2pp | 180.65%-153.8pp | 31.67%-4.8pp |
| Employer contribution / active EE | $2,787 | $2,541+9.7% | $3,689-24.4% | $2,019+38.1% |
| Participant deferral / active EE | $5,762 | $3,295+74.9% | $5,072+13.6% | $3,358+71.6% |
| Admin fee / account holder | $2,124 | $4,073-47.9% | $8,859-76.0% | $3,203-33.7% |