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 | $118,755 | $80,724+47.1% | $103,333+14.9% | $74,495+59.4% |
| Participation rate | 67.0% | 65.7%+1.3pp | 74.5%-7.5pp | 67.2%-0.2pp |
| Annual return | 15.53% | 27.56%-12.0pp | 24.88%-9.3pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $921 | $3,157-70.8% | $3,868-76.2% | $2,623-64.9% |
| Participant deferral / active EE | $6,275 | $3,860+62.5% | $5,057+24.1% | $4,346+44.4% |
| Admin fee / account holder | $10,033 | $2,368+323.7% | $8,355+20.1% | $1,942+416.7% |