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 | $135,962 | $51,638+163.3% | $68,368+98.9% | $82,448+64.9% |
| Participation rate | 62.9% | 63.6%-0.8pp | 73.8%-10.9pp | 68.1%-5.2pp |
| Annual return | 14.27% | 37.53%-23.3pp | 292.57%-278.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,052 | $2,047+0.2% | $2,649-22.6% | $2,551-19.6% |
| Participant deferral / active EE | $6,069 | $2,914+108.3% | $4,123+47.2% | $4,139+46.6% |
| Admin fee / account holder | $11,376 | $4,643+145.0% | $5,150+120.9% | $7,234+57.3% |