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 | $131,327 | $70,428+86.5% | $96,562+36.0% | $85,850+53.0% |
| Participation rate | 62.0% | 61.8%+0.2pp | 69.8%-7.8pp | 69.3%-7.3pp |
| Annual return | 18.29% | 18.59%-0.3pp | 37.78%-19.5pp | 318.53%-300.2pp |
| Employer contribution / active EE | $1,387 | $1,413-1.8% | $2,356-41.1% | $2,565-45.9% |
| Participant deferral / active EE | $5,550 | $2,894+91.8% | $3,849+44.2% | $3,952+40.4% |
| Admin fee / account holder | $12,808 | $4,997+156.3% | $6,181+107.2% | $6,260+104.6% |