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 | $96,446 | $73,933+30.5% | $96,683-0.2% | $75,163+28.3% |
| Participation rate | 54.2% | 66.4%-12.3pp | 74.3%-20.2pp | 67.2%-13.0pp |
| Annual return | 25.12% | 26.70%-1.6pp | 35.69%-10.6pp | 160.62%-135.5pp |
| Employer contribution / active EE | $2,942 | $2,928+0.5% | $3,737-21.3% | $2,670+10.2% |
| Participant deferral / active EE | $5,890 | $3,659+61.0% | $4,878+20.7% | $4,125+42.8% |
| Admin fee / account holder | $12,850 | $5,216+146.3% | $6,730+90.9% | $5,651+127.4% |