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 | $119,872 | $45,035+166.2% | $62,995+90.3% | $70,131+70.9% |
| Participation rate | 57.5% | 69.5%-12.0pp | 74.8%-17.3pp | 69.5%-12.0pp |
| Annual return | 85.65% | 18.76%+66.9pp | 87.57%-1.9pp | 73.14%+12.5pp |
| Employer contribution / active EE | $1,122 | $2,051-45.3% | $2,759-59.3% | $2,342-52.1% |
| Participant deferral / active EE | $1,694 | $2,465-31.3% | $3,329-49.1% | $3,332-49.2% |
| Admin fee / account holder | $624 | $2,834-78.0% | $3,600-82.7% | $4,645-86.6% |