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 | $117,002 | $100,923+15.9% | $150,045-22.0% | $74,304+57.5% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.3%-15.7pp | 60.3%+6.3pp |
| Annual return | 21.42% | 51.77%-30.3pp | 62.55%-41.1pp | 29.43%-8.0pp |
| Employer contribution / active EE | $1,985 | $3,463-42.7% | $4,693-57.7% | $2,241-11.4% |
| Participant deferral / active EE | $5,822 | $6,709-13.2% | $7,997-27.2% | $3,767+54.5% |
| Admin fee / account holder | $3,269 | $2,767+18.2% | $13,435-75.7% | $2,969+10.1% |