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 | $138,683 | $59,101+134.7% | $77,163+79.7% | $75,163+84.5% |
| Participation rate | 69.8% | 63.9%+5.9pp | 69.6%+0.2pp | 67.2%+2.6pp |
| Annual return | 15.27% | 26.71%-11.4pp | 37.87%-22.6pp | 160.62%-145.3pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,315 | $2,999+110.5% | $3,833+64.7% | $4,125+53.1% |
| Admin fee / account holder | $8,425 | $4,774+76.5% | $5,472+54.0% | $5,651+49.1% |