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 | $95,209 | $69,515+37.0% | $86,874+9.6% | $85,850+10.9% |
| Participation rate | 69.0% | 66.3%+2.7pp | 71.6%-2.6pp | 69.3%-0.3pp |
| Annual return | 14.72% | 20.12%-5.4pp | 63.52%-48.8pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,897 | $1,880+54.1% | $2,495+16.1% | $2,565+12.9% |
| Participant deferral / active EE | $6,890 | $2,919+136.0% | $3,699+86.3% | $3,952+74.4% |
| Admin fee / account holder | $26,167 | $5,972+338.2% | $5,828+349.0% | $6,260+318.0% |