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 | $110,808 | $64,839+70.9% | $95,585+15.9% | $84,808+30.7% |
| Participation rate | 55.1% | 63.8%-8.7pp | 72.1%-17.0pp | 68.3%-13.2pp |
| Annual return | 13.82% | -670.96%+684.8pp | 38.56%-24.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,231 | $1,759+26.9% | $2,527-11.7% | $2,631-15.2% |
| Participant deferral / active EE | $6,002 | $2,965+102.4% | $4,023+49.2% | $4,212+42.5% |
| Admin fee / account holder | $5,741 | $5,964-3.7% | $6,127-6.3% | $7,344-21.8% |