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 | $104,066 | $81,460+27.8% | $103,333+0.7% | $80,856+28.7% |
| Participation rate | 55.2% | 66.8%-11.6pp | 74.5%-19.3pp | 67.6%-12.4pp |
| Annual return | 17.80% | 25.55%-7.8pp | 24.88%-7.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,500 | $3,105-19.5% | $3,868-35.4% | $2,755-9.3% |
| Participant deferral / active EE | $5,858 | $3,869+51.4% | $5,057+15.8% | $4,296+36.4% |
| Admin fee / account holder | $3,061 | $6,566-53.4% | $8,355-63.4% | $6,918-55.8% |