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 | $127,099 | $45,035+182.2% | $62,995+101.8% | $70,131+81.2% |
| Participation rate | 68.6% | 69.5%-0.9pp | 74.8%-6.2pp | 69.5%-0.9pp |
| Annual return | 21.09% | 18.76%+2.3pp | 87.57%-66.5pp | 73.14%-52.1pp |
| Employer contribution / active EE | $1,911 | $2,051-6.8% | $2,759-30.7% | $2,342-18.4% |
| Participant deferral / active EE | $4,519 | $2,465+83.4% | $3,329+35.7% | $3,332+35.6% |
| Admin fee / account holder | $6,855 | $2,834+141.9% | $3,600+90.4% | $4,645+47.6% |