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 | $100,328 | $78,672+27.5% | $109,143-8.1% | $85,850+16.9% |
| Participation rate | 57.3% | 68.3%-10.9pp | 75.9%-18.5pp | 69.3%-12.0pp |
| Annual return | 15.49% | 25.09%-9.6pp | 25.75%-10.3pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,894 | $2,735+5.8% | $3,722-22.2% | $2,565+12.8% |
| Participant deferral / active EE | $6,309 | $3,467+82.0% | $4,653+35.6% | $3,952+59.7% |
| Admin fee / account holder | $6,694 | $5,469+22.4% | $6,752-0.9% | $6,260+6.9% |