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 | $77,896+55.2% | $134,172-9.9% | $82,448+46.6% |
| Participation rate | 67.0% | 62.8%+4.2pp | 72.5%-5.4pp | 68.1%-1.0pp |
| Annual return | 14.20% | 18.21%-4.0pp | 25.30%-11.1pp | 41.64%-27.4pp |
| Employer contribution / active EE | $3,049 | $2,159+41.2% | $3,420-10.8% | $2,551+19.5% |
| Participant deferral / active EE | $3,914 | $3,162+23.8% | $4,690-16.6% | $4,139-5.4% |
| Admin fee / account holder | $2,257 | $6,336-64.4% | $12,016-81.2% | $7,234-68.8% |