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 | $108,601 | $99,918+8.7% | $81,382+33.4% | $145,922-25.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 13.54% | 34.32%-20.8pp | 24.73%-11.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,282 | $2,978-23.4% | $2,463-7.3% | $4,660-51.0% |
| Participant deferral / active EE | $4,002 | $4,605-13.1% | $3,883+3.1% | $6,688-40.2% |
| Admin fee / account holder | $5,790 | $8,212-29.5% | $5,768+0.4% | $13,397-56.8% |