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 | $128,461 | $48,046+167.4% | $84,611+51.8% | $72,985+76.0% |
| Participation rate | 56.7% | 57.6%-0.9pp | 68.2%-11.6pp | 69.5%-12.8pp |
| Annual return | 28.78% | 37.38%-8.6pp | 258.74%-230.0pp | 81.00%-52.2pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,938 | $2,680+84.2% | $3,899+26.6% | $3,607+36.9% |
| Admin fee / account holder | $3,322 | $3,395-2.1% | $4,912-32.4% | $5,124-35.2% |