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 | $126,525 | $87,013+45.4% | $106,213+19.1% | $80,856+56.5% |
| Participation rate | 63.3% | 70.4%-7.2pp | 75.3%-12.0pp | 67.6%-4.4pp |
| Annual return | 12.21% | 17.05%-4.8pp | 116.14%-103.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,657 | $2,395+10.9% | $3,171-16.2% | $2,755-3.6% |
| Participant deferral / active EE | $4,276 | $3,986+7.3% | $5,016-14.7% | $4,296-0.5% |
| Admin fee / account holder | $21,632 | $8,431+156.6% | $11,033+96.1% | $6,918+212.7% |