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 | $93,255 | $56,054+66.4% | $171,082-45.5% | $62,891+48.3% |
| Participation rate | 69.4% | 62.9%+6.6pp | 76.7%-7.3pp | 69.3%+0.1pp |
| Annual return | 6.12% | 22.52%-16.4pp | 32.56%-26.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $3,650 | $1,731+110.9% | $4,002-8.8% | $2,281+60.0% |
| Participant deferral / active EE | $6,477 | $3,158+105.1% | $4,797+35.0% | $3,203+102.2% |
| Admin fee / account holder | $26,096 | $3,647+615.6% | $8,520+206.3% | $4,296+507.5% |