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 | $105,096 | $77,899+34.9% | $149,673-29.8% | $75,163+39.8% |
| Participation rate | 64.3% | 65.6%-1.3pp | 78.8%-14.5pp | 67.2%-2.9pp |
| Annual return | 31.24% | 31.72%-0.5pp | 134.42%-103.2pp | 160.62%-129.4pp |
| Employer contribution / active EE | $3,535 | $3,137+12.7% | $4,818-26.6% | $2,670+32.4% |
| Participant deferral / active EE | $5,139 | $3,411+50.7% | $5,680-9.5% | $4,125+24.6% |
| Admin fee / account holder | $13,786 | $5,956+131.5% | $13,210+4.4% | $5,651+144.0% |