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 | $114,148 | $81,248+40.5% | $155,509-26.6% | $80,856+41.2% |
| Participation rate | 67.9% | 66.2%+1.6pp | 78.2%-10.3pp | 67.6%+0.2pp |
| Annual return | 11.58% | 33.31%-21.7pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,677 | $3,100+50.9% | $4,672+0.1% | $2,755+69.8% |
| Participant deferral / active EE | $7,174 | $3,452+107.8% | $5,626+27.5% | $4,296+67.0% |
| Admin fee / account holder | $5,873 | $7,997-26.6% | $15,912-63.1% | $6,918-15.1% |