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 | $131,495 | $58,828+123.5% | $77,999+68.6% | $62,891+109.1% |
| Participation rate | 65.0% | 71.1%-6.1pp | 75.5%-10.5pp | 69.3%-4.3pp |
| Annual return | 7.10% | 17.16%-10.1pp | 425.96%-418.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,679 | $1,672+60.3% | $2,470+8.5% | $2,281+17.4% |
| Participant deferral / active EE | $4,490 | $2,686+67.2% | $3,497+28.4% | $3,203+40.2% |
| Admin fee / account holder | $16,089 | $4,393+266.2% | $5,480+193.6% | $4,296+274.5% |