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 | $105,083 | $66,098+59.0% | $101,794+3.2% | $74,304+41.4% |
| Participation rate | 68.7% | 53.8%+14.9pp | 69.2%-0.5pp | 60.3%+8.3pp |
| Annual return | 15.11% | 19.59%-4.5pp | 30.53%-15.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $2,065 | $1,082+91.0% | $2,289-9.8% | $2,241-7.8% |
| Participant deferral / active EE | $5,450 | $2,781+96.0% | $4,084+33.5% | $3,767+44.7% |
| Admin fee / account holder | $11,166 | $4,146+169.3% | $8,777+27.2% | $2,969+276.1% |