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 | $136,943 | $65,246+109.9% | $98,716+38.7% | $67,986+101.4% |
| Participation rate | 61.3% | 51.4%+9.9pp | 69.3%-8.0pp | 57.2%+4.1pp |
| Annual return | 14.06% | 20.58%-6.5pp | 31.81%-17.7pp | 31.67%-17.6pp |
| Employer contribution / active EE | $1,190 | $1,042+14.2% | $2,279-47.8% | $2,019-41.0% |
| Participant deferral / active EE | $3,597 | $2,594+38.6% | $4,048-11.1% | $3,358+7.1% |
| Admin fee / account holder | $33,758 | $4,561+640.2% | $8,703+287.9% | $3,203+953.9% |