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 | $126,861 | $89,355+42.0% | $141,162-10.1% | $72,985+73.8% |
| Participation rate | 64.2% | 75.1%-11.0pp | 82.5%-18.3pp | 69.5%-5.3pp |
| Annual return | 22.87% | 111.85%-89.0pp | 71.39%-48.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,495 | $3,114-19.9% | $4,735-47.3% | $2,440+2.3% |
| Participant deferral / active EE | $5,216 | $5,418-3.7% | $6,709-22.3% | $3,607+44.6% |
| Admin fee / account holder | $794 | $5,958-86.7% | $10,261-92.3% | $5,124-84.5% |