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 | $113,995 | $54,705+108.4% | $71,209+60.1% | $84,808+34.4% |
| Participation rate | 61.2% | 64.1%-2.8pp | 73.8%-12.5pp | 68.3%-7.1pp |
| Annual return | 16.29% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,040 | $2,158-5.5% | $2,721-25.0% | $2,631-22.5% |
| Participant deferral / active EE | $5,615 | $3,030+85.3% | $4,175+34.5% | $4,212+33.3% |
| Admin fee / account holder | $3,007 | $4,863-38.2% | $5,349-43.8% | $7,344-59.0% |