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 | $54,705+148.5% | $71,209+90.9% | $84,808+60.3% |
| Participation rate | 62.9% | 64.1%-1.2pp | 73.8%-10.9pp | 68.3%-5.5pp |
| Annual return | 14.27% | 35.90%-21.6pp | 282.51%-268.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,052 | $2,158-4.9% | $2,721-24.6% | $2,631-22.0% |
| Participant deferral / active EE | $6,069 | $3,030+100.3% | $4,175+45.4% | $4,212+44.1% |
| Admin fee / account holder | $11,376 | $4,863+133.9% | $5,349+112.7% | $7,344+54.9% |