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 | $127,906 | $57,016+124.3% | $84,966+50.5% | $80,856+58.2% |
| Participation rate | 64.1% | 56.3%+7.8pp | 67.5%-3.4pp | 67.6%-3.5pp |
| Annual return | 13.68% | 21.66%-8.0pp | 66.38%-52.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,101 | $1,798+16.9% | $2,727-23.0% | $2,755-23.7% |
| Participant deferral / active EE | $5,480 | $3,110+76.2% | $4,519+21.3% | $4,296+27.6% |
| Admin fee / account holder | $5,659 | $4,980+13.6% | $6,149-8.0% | $6,918-18.2% |