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 | $118,117 | $61,605+91.7% | $112,229+5.2% | $75,163+57.1% |
| Participation rate | 63.0% | 61.7%+1.4pp | 72.4%-9.4pp | 67.2%-4.1pp |
| Annual return | 16.66% | 28.47%-11.8pp | 30.20%-13.5pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,567 | $2,015+27.4% | $3,430-25.2% | $2,670-3.9% |
| Participant deferral / active EE | $2,000 | $3,108-35.7% | $4,798-58.3% | $4,125-51.5% |
| Admin fee / account holder | $16,728 | $4,862+244.0% | $7,748+115.9% | $5,651+196.0% |