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 | $104,019 | $87,013+19.5% | $106,213-2.1% | $80,856+28.6% |
| Participation rate | 61.8% | 70.4%-8.6pp | 75.3%-13.5pp | 67.6%-5.8pp |
| Annual return | 11.53% | 17.05%-5.5pp | 116.14%-104.6pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,776 | $2,395+15.9% | $3,171-12.5% | $2,755+0.8% |
| Participant deferral / active EE | $5,315 | $3,986+33.3% | $5,016+6.0% | $4,296+23.7% |
| Admin fee / account holder | $20,181 | $8,431+139.4% | $11,033+82.9% | $6,918+191.7% |