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 | $132,303 | $66,098+100.2% | $101,794+30.0% | $74,304+78.1% |
| Participation rate | 63.4% | 53.8%+9.6pp | 69.2%-5.8pp | 60.3%+3.0pp |
| Annual return | 15.73% | 19.59%-3.9pp | 30.53%-14.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $2,388 | $1,082+120.7% | $2,289+4.3% | $2,241+6.5% |
| Participant deferral / active EE | $6,115 | $2,781+119.9% | $4,084+49.7% | $3,767+62.3% |
| Admin fee / account holder | $16,543 | $4,146+299.0% | $8,777+88.5% | $2,969+457.2% |