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 | $79,463 | $65,246+21.8% | $98,716-19.5% | $67,986+16.9% |
| Participation rate | 62.1% | 51.4%+10.7pp | 69.3%-7.2pp | 57.2%+4.9pp |
| Annual return | 13.54% | 20.58%-7.0pp | 31.81%-18.3pp | 31.67%-18.1pp |
| Employer contribution / active EE | $1,879 | $1,042+80.3% | $2,279-17.5% | $2,019-6.9% |
| Participant deferral / active EE | $3,646 | $2,594+40.5% | $4,048-9.9% | $3,358+8.6% |
| Admin fee / account holder | $5,223 | $4,561+14.5% | $8,703-40.0% | $3,203+63.1% |