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 | $132,271 | $99,985+32.3% | $146,665-9.8% | $85,850+54.1% |
| Participation rate | 69.4% | 73.1%-3.6pp | 80.1%-10.7pp | 69.3%+0.1pp |
| Annual return | 13.45% | 18.93%-5.5pp | 22.74%-9.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $3,380 | $2,559+32.1% | $4,136-18.3% | $2,565+31.8% |
| Participant deferral / active EE | $4,291 | $4,006+7.1% | $5,506-22.1% | $3,952+8.6% |
| Admin fee / account holder | $5,156 | $7,702-33.1% | $10,280-49.8% | $6,260-17.6% |