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 | $96,276 | $84,233+14.3% | $170,442-43.5% | $70,131+37.3% |
| Participation rate | 13.3% | 70.8%-57.5pp | 83.6%-70.3pp | 69.5%-56.2pp |
| Annual return | 26.74% | 23.06%+3.7pp | 205.93%-179.2pp | 73.14%-46.4pp |
| Employer contribution / active EE | $3,463 | $3,387+2.3% | $5,433-36.2% | $2,342+47.9% |
| Participant deferral / active EE | $5,823 | $3,086+88.7% | $4,939+17.9% | $3,332+74.8% |
| Admin fee / account holder | $3,124 | $5,698-45.2% | $13,880-77.5% | $4,645-32.7% |