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 | $110,491 | $78,422+40.9% | $95,952+15.2% | $79,858+38.4% |
| Participation rate | 64.0% | 73.5%-9.5pp | 77.1%-13.1pp | 69.6%-5.6pp |
| Annual return | 11.62% | 19.37%-7.8pp | 91.61%-80.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,785 | $1,945-8.2% | $2,541-29.8% | $2,471-27.8% |
| Participant deferral / active EE | $4,925 | $3,440+43.2% | $4,167+18.2% | $3,740+31.7% |
| Admin fee / account holder | $68,355 | $5,622+1115.8% | $6,795+905.9% | $5,306+1188.2% |