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 | $113,875 | $66,098+72.3% | $101,794+11.9% | $74,304+53.3% |
| Participation rate | 66.4% | 53.8%+12.6pp | 69.2%-2.8pp | 60.3%+6.0pp |
| Annual return | 14.34% | 19.59%-5.2pp | 30.53%-16.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,402 | $1,082+29.6% | $2,289-38.8% | $2,241-37.4% |
| Participant deferral / active EE | $4,463 | $2,781+60.5% | $4,084+9.3% | $3,767+18.5% |
| Admin fee / account holder | $12,535 | $4,146+202.3% | $8,777+42.8% | $2,969+322.2% |