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 | $127,297 | $94,625+34.5% | $116,228+9.5% | $84,808+50.1% |
| Participation rate | 57.7% | 70.4%-12.8pp | 74.6%-16.9pp | 68.3%-10.6pp |
| Annual return | 16.66% | 20.40%-3.7pp | 90.06%-73.4pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,004 | $2,347-14.6% | $2,994-33.1% | $2,631-23.8% |
| Participant deferral / active EE | $4,725 | $3,972+19.0% | $4,953-4.6% | $4,212+12.2% |
| Admin fee / account holder | $34,518 | $10,091+242.1% | $11,989+187.9% | $7,344+370.0% |