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 | $140,786 | $78,485+79.4% | $106,213+32.6% | $74,495+89.0% |
| Participation rate | 65.1% | 72.8%-7.7pp | 75.3%-10.2pp | 67.2%-2.1pp |
| Annual return | 19.28% | 15.95%+3.3pp | 116.14%-96.9pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $2,285 | $2,523-9.4% | $3,171-28.0% | $2,623-12.9% |
| Participant deferral / active EE | $5,776 | $4,322+33.6% | $5,016+15.2% | $4,346+32.9% |
| Admin fee / account holder | $8,018 | $2,232+259.3% | $11,033-27.3% | $1,942+312.9% |