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 | $108,930 | $68,547+58.9% | $120,354-9.5% | $80,856+34.7% |
| Participation rate | 61.9% | 61.6%+0.3pp | 71.9%-10.0pp | 67.6%-5.7pp |
| Annual return | 23.05% | 23.60%-0.6pp | 107.15%-84.1pp | 35.59%-12.5pp |
| Employer contribution / active EE | $4,434 | $2,051+116.2% | $3,463+28.1% | $2,755+61.0% |
| Participant deferral / active EE | $10,317 | $3,173+225.1% | $4,991+106.7% | $4,296+140.2% |
| Admin fee / account holder | $3,543 | $5,732-38.2% | $9,423-62.4% | $6,918-48.8% |