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 | $126,903 | $56,897+123.0% | $84,750+49.7% | $62,891+101.8% |
| Participation rate | 64.9% | 68.5%-3.6pp | 76.6%-11.7pp | 69.3%-4.4pp |
| Annual return | 10.05% | 6.30%+3.7pp | 22.78%-12.7pp | 20.14%-10.1pp |
| Employer contribution / active EE | $4,469 | $2,400+86.2% | $3,574+25.0% | $2,281+95.9% |
| Participant deferral / active EE | $7,309 | $2,709+169.8% | $3,712+96.9% | $3,203+128.2% |
| Admin fee / account holder | $6,127 | $3,581+71.1% | $5,332+14.9% | $4,296+42.6% |