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 | $93,157 | $54,762+70.1% | $90,281+3.2% | $72,985+27.6% |
| Participation rate | 68.6% | 65.1%+3.4pp | 73.3%-4.7pp | 69.5%-0.9pp |
| Annual return | 17.75% | 30.63%-12.9pp | 78.10%-60.4pp | 81.00%-63.3pp |
| Employer contribution / active EE | $3,612 | $2,092+72.6% | $2,854+26.5% | $2,440+48.0% |
| Participant deferral / active EE | $3,532 | $2,887+22.4% | $3,885-9.1% | $3,607-2.1% |
| Admin fee / account holder | $8,481 | $3,972+113.5% | $5,351+58.5% | $5,124+65.5% |