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 | $123,686 | $70,428+75.6% | $96,562+28.1% | $85,850+44.1% |
| Participation rate | 67.9% | 61.8%+6.1pp | 69.8%-2.0pp | 69.3%-1.5pp |
| Annual return | 12.48% | 18.59%-6.1pp | 37.78%-25.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,549 | $1,413+9.6% | $2,356-34.3% | $2,565-39.6% |
| Participant deferral / active EE | $4,496 | $2,894+55.4% | $3,849+16.8% | $3,952+13.8% |
| Admin fee / account holder | $11,681 | $4,997+133.8% | $6,181+89.0% | $6,260+86.6% |