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 | $127,583 | $98,750+29.2% | $149,696-14.8% | $79,858+59.8% |
| Participation rate | 69.9% | 75.8%-5.9pp | 82.5%-12.6pp | 69.6%+0.2pp |
| Annual return | 21.55% | 27.43%-5.9pp | 276.60%-255.0pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,338 | $3,216-58.4% | $4,644-71.2% | $2,471-45.8% |
| Participant deferral / active EE | $5,571 | $5,680-1.9% | $6,842-18.6% | $3,740+49.0% |
| Admin fee / account holder | $1,735 | $6,053-71.3% | $9,309-81.4% | $5,306-67.3% |