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 | $131,068 | $87,013+50.6% | $106,213+23.4% | $80,856+62.1% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.6%-7.6pp |
| Annual return | 14.83% | 17.05%-2.2pp | 116.14%-101.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,895 | $2,395+62.6% | $3,171+22.8% | $2,755+41.4% |
| Participant deferral / active EE | $8,717 | $3,986+118.7% | $5,016+73.8% | $4,296+102.9% |
| Admin fee / account holder | $456 | $8,431-94.6% | $11,033-95.9% | $6,918-93.4% |