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 | $105,580 | $54,762+92.8% | $90,281+16.9% | $72,985+44.7% |
| Participation rate | 63.8% | 65.1%-1.3pp | 73.3%-9.4pp | 69.5%-5.7pp |
| Annual return | 22.35% | 30.63%-8.3pp | 78.10%-55.7pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,961 | $2,092+41.5% | $2,854+3.7% | $2,440+21.4% |
| Participant deferral / active EE | $4,298 | $2,887+48.9% | $3,885+10.6% | $3,607+19.1% |
| Admin fee / account holder | $10,262 | $3,972+158.4% | $5,351+91.8% | $5,124+100.3% |