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 | $146,520 | $89,753+63.2% | $107,525+36.3% | $84,808+72.8% |
| Participation rate | 62.7% | 68.1%-5.3pp | 75.1%-12.3pp | 68.3%-5.6pp |
| Annual return | 14.56% | 29.48%-14.9pp | 181.32%-166.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,663 | $3,113-14.5% | $3,754-29.1% | $2,631+1.2% |
| Participant deferral / active EE | $6,664 | $4,056+64.3% | $5,116+30.3% | $4,212+58.2% |
| Admin fee / account holder | $3,511 | $7,222-51.4% | $8,919-60.6% | $7,344-52.2% |