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 | $105,751 | $94,625+11.8% | $116,228-9.0% | $84,808+24.7% |
| Participation rate | 69.0% | 70.4%-1.5pp | 74.6%-5.6pp | 68.3%+0.7pp |
| Annual return | 16.51% | 20.40%-3.9pp | 90.06%-73.5pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,995 | $2,347+155.5% | $2,994+100.2% | $2,631+127.9% |
| Participant deferral / active EE | $5,750 | $3,972+44.8% | $4,953+16.1% | $4,212+36.5% |
| Admin fee / account holder | $1,278 | $10,091-87.3% | $11,989-89.3% | $7,344-82.6% |