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 | $157,642 | $106,749+47.7% | $145,433+8.4% | $82,448+91.2% |
| Participation rate | 63.0% | 75.6%-12.6pp | 82.1%-19.1pp | 68.1%-5.1pp |
| Annual return | 17.68% | 27.59%-9.9pp | 66.58%-48.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,749 | $3,444-20.2% | $4,554-39.6% | $2,551+7.8% |
| Participant deferral / active EE | $6,508 | $6,519-0.2% | $7,897-17.6% | $4,139+57.2% |
| Admin fee / account holder | $4,787 | $8,390-42.9% | $13,129-63.5% | $7,234-33.8% |