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 | $100,595 | $70,428+42.8% | $96,562+4.2% | $85,850+17.2% |
| Participation rate | 44.4% | 61.8%-17.4pp | 69.8%-25.4pp | 69.3%-24.9pp |
| Annual return | 25.16% | 18.59%+6.6pp | 37.78%-12.6pp | 318.53%-293.4pp |
| Employer contribution / active EE | $1,433 | $1,413+1.4% | $2,356-39.2% | $2,565-44.1% |
| Participant deferral / active EE | $5,688 | $2,894+96.6% | $3,849+47.8% | $3,952+43.9% |
| Admin fee / account holder | $984 | $4,997-80.3% | $6,181-84.1% | $6,260-84.3% |