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 | $122,447 | $57,541+112.8% | $95,745+27.9% | $75,163+62.9% |
| Participation rate | 60.5% | 62.5%-2.0pp | 72.3%-11.8pp | 67.2%-6.7pp |
| Annual return | 32.85% | 34.93%-2.1pp | 28.35%+4.5pp | 160.62%-127.8pp |
| Employer contribution / active EE | $2,023 | $1,808+11.9% | $2,835-28.6% | $2,670-24.2% |
| Participant deferral / active EE | $4,505 | $3,074+46.6% | $4,245+6.1% | $4,125+9.2% |
| Admin fee / account holder | $9,416 | $4,099+129.7% | $5,678+65.8% | $5,651+66.6% |