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 | $126,458 | $89,753+40.9% | $107,525+17.6% | $84,808+49.1% |
| Participation rate | 62.3% | 68.1%-5.8pp | 75.1%-12.8pp | 68.3%-6.0pp |
| Annual return | 15.83% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,868 | $3,113-40.0% | $3,754-50.2% | $2,631-29.0% |
| Participant deferral / active EE | $2,997 | $4,056-26.1% | $5,116-41.4% | $4,212-28.8% |
| Admin fee / account holder | $3,600 | $7,222-50.2% | $8,919-59.6% | $7,344-51.0% |