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 | $104,071 | $73,933+40.8% | $96,683+7.6% | $75,163+38.5% |
| Participation rate | 69.7% | 66.4%+3.3pp | 74.3%-4.6pp | 67.2%+2.5pp |
| Annual return | 14.28% | 26.70%-12.4pp | 35.69%-21.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,950 | $2,928-33.4% | $3,737-47.8% | $2,670-27.0% |
| Participant deferral / active EE | $5,444 | $3,659+48.8% | $4,878+11.6% | $4,125+32.0% |
| Admin fee / account holder | $19,837 | $5,216+280.3% | $6,730+194.8% | $5,651+251.0% |