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 | $104,520 | $78,705+32.8% | $117,854-11.3% | $70,131+49.0% |
| Participation rate | 65.4% | 73.2%-7.8pp | 79.7%-14.3pp | 69.5%-4.2pp |
| Annual return | 14.89% | 23.30%-8.4pp | 335.08%-320.2pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,885 | $2,223+29.8% | $3,786-23.8% | $2,342+23.2% |
| Participant deferral / active EE | $6,414 | $3,297+94.5% | $4,482+43.1% | $3,332+92.5% |
| Admin fee / account holder | $18,830 | $5,065+271.7% | $8,020+134.8% | $4,645+305.4% |