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 | $126,915 | $94,625+34.1% | $116,228+9.2% | $84,808+49.7% |
| Participation rate | 69.1% | 70.4%-1.3pp | 74.6%-5.4pp | 68.3%+0.8pp |
| Annual return | 16.48% | 20.40%-3.9pp | 90.06%-73.6pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,935 | $2,347+25.1% | $2,994-2.0% | $2,631+11.6% |
| Participant deferral / active EE | $5,804 | $3,972+46.1% | $4,953+17.2% | $4,212+37.8% |
| Admin fee / account holder | $6,512 | $10,091-35.5% | $11,989-45.7% | $7,344-11.3% |