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 | $93,686 | $65,041+44.0% | $90,951+3.0% | $79,858+17.3% |
| Participation rate | 58.9% | 61.6%-2.7pp | 69.0%-10.1pp | 69.6%-10.7pp |
| Annual return | 10.68% | 30.45%-19.8pp | 134.60%-123.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,354 | $1,247+8.6% | $2,122-36.2% | $2,471-45.2% |
| Participant deferral / active EE | $4,085 | $2,512+62.6% | $3,373+21.1% | $3,740+9.2% |
| Admin fee / account holder | $21,003 | $4,536+363.0% | $5,959+252.5% | $5,306+295.8% |