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 | $123,915 | $72,277+71.4% | $101,248+22.4% | $79,858+55.2% |
| Participation rate | 69.0% | 68.5%+0.6pp | 75.8%-6.8pp | 69.6%-0.6pp |
| Annual return | 15.48% | 22.30%-6.8pp | 46.47%-31.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,056 | $2,692-60.8% | $3,660-71.1% | $2,471-57.3% |
| Participant deferral / active EE | $6,592 | $3,282+100.9% | $4,370+50.8% | $3,740+76.2% |
| Admin fee / account holder | $4,766 | $4,400+8.3% | $5,945-19.8% | $5,306-10.2% |