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 5-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 | $116,653 | $81,233+43.6% | $155,567-25.0% | $80,874+44.2% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 14.16% | 33.33%-19.2pp | 64.74%-50.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $2,889 | $3,101-6.8% | $4,674-38.2% | $2,756+4.8% |
| Participant deferral / active EE | $5,552 | $3,452+60.8% | $5,628-1.4% | $4,297+29.2% |
| Admin fee / account holder | $15,731 | $7,998+96.7% | $15,916-1.2% | $6,935+126.8% |