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 | $81,998 | $52,519+56.1% | $155,790-47.4% | $59,632+37.5% |
| Participation rate | 67.6% | 61.7%+5.9pp | 76.1%-8.5pp | 68.7%-1.0pp |
| Annual return | 7.24% | 53.51%-46.3pp | 71.54%-64.3pp | 2041.28%-2034.0pp |
| Employer contribution / active EE | $3,358 | $1,589+111.3% | $3,836-12.5% | $2,203+52.5% |
| Participant deferral / active EE | $7,228 | $3,084+134.4% | $4,797+50.7% | $3,192+126.5% |
| Admin fee / account holder | $4,262 | $3,540+20.4% | $7,478-43.0% | $4,297-0.8% |