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 | $100,530 | $71,050+41.5% | $93,606+7.4% | $80,856+24.3% |
| Participation rate | 65.6% | 60.4%+5.2pp | 68.7%-3.1pp | 67.6%-2.0pp |
| Annual return | 10.60% | 11.26%-0.7pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,852 | $1,564+82.4% | $2,420+17.9% | $2,755+3.5% |
| Participant deferral / active EE | $5,520 | $4,034+36.9% | $4,411+25.1% | $4,296+28.5% |
| Admin fee / account holder | $3,811 | $6,945-45.1% | $8,285-54.0% | $6,918-44.9% |