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 | $107,171 | $70,428+52.2% | $96,562+11.0% | $85,850+24.8% |
| Participation rate | 67.7% | 61.8%+5.9pp | 69.8%-2.1pp | 69.3%-1.6pp |
| Annual return | 20.79% | 18.59%+2.2pp | 37.78%-17.0pp | 318.53%-297.7pp |
| Employer contribution / active EE | $1,080 | $1,413-23.5% | $2,356-54.2% | $2,565-57.9% |
| Participant deferral / active EE | $4,414 | $2,894+52.5% | $3,849+14.7% | $3,952+11.7% |
| Admin fee / account holder | $5,872 | $4,997+17.5% | $6,181-5.0% | $6,260-6.2% |