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 | $129,180 | $60,892+112.1% | $82,389+56.8% | $84,808+52.3% |
| Participation rate | 58.6% | 63.3%-4.6pp | 69.5%-10.9pp | 68.3%-9.7pp |
| Annual return | 14.33% | 37.29%-23.0pp | 28.67%-14.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $5,014 | $1,779+181.8% | $2,517+99.2% | $2,631+90.6% |
| Participant deferral / active EE | $1,529 | $3,179-51.9% | $4,155-63.2% | $4,212-63.7% |
| Admin fee / account holder | $587 | $5,467-89.3% | $7,231-91.9% | $7,344-92.0% |