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 | $121,032 | $108,172+11.9% | $77,482+56.2% | $158,922-23.8% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 14.13% | 31.67%-17.5pp | 54.79%-40.7pp | 302.83%-288.7pp |
| Employer contribution / active EE | $673 | $1,325-49.2% | $986-31.8% | $4,761-85.9% |
| Participant deferral / active EE | $2,144 | $2,456-12.7% | $1,861+15.2% | $5,982-64.2% |
| Admin fee / account holder | $1,225 | $3,708-67.0% | $2,858-57.1% | $11,246-89.1% |