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 | $122,017 | $78,422+55.6% | $95,952+27.2% | $79,858+52.8% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 11.54% | 19.37%-7.8pp | 91.61%-80.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,062 | $1,945-45.4% | $2,541-58.2% | $2,471-57.0% |
| Participant deferral / active EE | $3,569 | $3,440+3.8% | $4,167-14.4% | $3,740-4.6% |
| Admin fee / account holder | $3,587 | $5,622-36.2% | $6,795-47.2% | $5,306-32.4% |