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 | $124,088 | $63,114+96.6% | $92,893+33.6% | $65,185+90.4% |
| Participation rate | 69.9% | 68.8%+1.1pp | 76.0%-6.1pp | 70.2%-0.3pp |
| Annual return | 24.77% | 28.75%-4.0pp | 109.41%-84.6pp | 29.38%-4.6pp |
| Employer contribution / active EE | $5,605 | $2,571+118.0% | $3,653+53.4% | $2,177+157.5% |
| Participant deferral / active EE | $6,227 | $3,108+100.3% | $4,236+47.0% | $3,514+77.2% |
| Admin fee / account holder | $493 | $624-20.9% | $5,794-91.5% | $847-41.7% |