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 | $120,881 | $78,926+53.2% | $136,749-11.6% | $84,808+42.5% |
| Participation rate | 67.0% | 62.2%+4.9pp | 72.1%-5.1pp | 68.3%-1.3pp |
| Annual return | 14.20% | 18.17%-4.0pp | 24.33%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,049 | $2,134+42.9% | $3,400-10.3% | $2,631+15.9% |
| Participant deferral / active EE | $3,914 | $3,168+23.5% | $4,692-16.6% | $4,212-7.1% |
| Admin fee / account holder | $2,257 | $6,369-64.6% | $11,386-80.2% | $7,344-69.3% |