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 | $106,476 | $39,162+171.9% | $100,671+5.8% | $59,632+78.6% |
| Participation rate | 65.4% | 55.9%+9.5pp | 70.7%-5.3pp | 68.7%-3.3pp |
| Annual return | 0.97% | 21.07%-20.1pp | 20.43%-19.5pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $1,239 | $1,151+7.7% | $4,012-69.1% | $2,203-43.8% |
| Participant deferral / active EE | $5,039 | $1,992+153.0% | $3,144+60.3% | $3,192+57.9% |
| Admin fee / account holder | $3,611 | $2,969+21.6% | $4,850-25.5% | $4,297-16.0% |