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 | $101,859 | $57,354+77.6% | $83,848+21.5% | $64,186+58.7% |
| Participation rate | 59.0% | 68.6%-9.6pp | 76.1%-17.2pp | 69.6%-10.6pp |
| Annual return | 13.47% | 11.38%+2.1pp | 850.88%-837.4pp | 7.63%+5.8pp |
| Employer contribution / active EE | $2,426 | $2,545-4.7% | $3,631-33.2% | $2,381+1.9% |
| Participant deferral / active EE | $4,914 | $2,993+64.2% | $4,082+20.4% | $3,470+41.6% |
| Admin fee / account holder | $1,520 | $4,046-62.4% | $5,478-72.3% | $4,888-68.9% |