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 | $111,221 | $52,681+111.1% | $75,781+46.8% | $59,632+86.5% |
| Participation rate | 67.9% | 67.2%+0.7pp | 75.8%-7.9pp | 68.7%-0.7pp |
| Annual return | -1.34% | 2.95%-4.3pp | 9.68%-11.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $1,879 | $2,193-14.3% | $3,323-43.5% | $2,203-14.7% |
| Participant deferral / active EE | $5,349 | $2,591+106.5% | $3,651+46.5% | $3,192+67.6% |
| Admin fee / account holder | $5,455 | $3,610+51.1% | $5,299+2.9% | $4,297+26.9% |