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 | $144,014 | $64,839+122.1% | $95,585+50.7% | $84,808+69.8% |
| Participation rate | 68.5% | 63.8%+4.7pp | 72.1%-3.6pp | 68.3%+0.2pp |
| Annual return | 14.94% | -670.96%+685.9pp | 38.56%-23.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $480 | $1,759-72.7% | $2,527-81.0% | $2,631-81.8% |
| Participant deferral / active EE | $2,321 | $2,965-21.7% | $4,023-42.3% | $4,212-44.9% |
| Admin fee / account holder | $6,251 | $5,964+4.8% | $6,127+2.0% | $7,344-14.9% |