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 | $114,692 | $68,719+66.9% | $91,541+25.3% | $84,808+35.2% |
| Participation rate | 52.0% | 64.5%-12.5pp | 69.8%-17.8pp | 68.3%-16.3pp |
| Annual return | 19.64% | 19.12%+0.5pp | 20.50%-0.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $3,069 | $1,920+59.9% | $2,505+22.6% | $2,631+16.7% |
| Participant deferral / active EE | $5,582 | $3,136+78.0% | $4,008+39.3% | $4,212+32.5% |
| Admin fee / account holder | $1,503 | $5,786-74.0% | $6,956-78.4% | $7,344-79.5% |