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 | $72,627 | $49,915+45.5% | $154,803-53.1% | $74,304-2.3% |
| Participation rate | 56.6% | 54.0%+2.7pp | 78.1%-21.5pp | 60.3%-3.7pp |
| Annual return | 12.59% | 34.06%-21.5pp | 58.88%-46.3pp | 29.43%-16.8pp |
| Employer contribution / active EE | $3,837 | $1,611+138.2% | $4,305-10.9% | $2,241+71.2% |
| Participant deferral / active EE | $3,748 | $2,255+66.2% | $5,540-32.4% | $3,767-0.5% |
| Admin fee / account holder | $12,203 | $2,189+457.5% | $14,329-14.8% | $2,969+311.0% |