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 | $136,347 | $89,753+51.9% | $107,525+26.8% | $84,808+60.8% |
| Participation rate | 63.4% | 68.1%-4.6pp | 75.1%-11.7pp | 68.3%-4.9pp |
| Annual return | 18.15% | 29.48%-11.3pp | 181.32%-163.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $4,727 | $3,113+51.8% | $3,754+25.9% | $2,631+79.7% |
| Participant deferral / active EE | $5,792 | $4,056+42.8% | $5,116+13.2% | $4,212+37.5% |
| Admin fee / account holder | $14,926 | $7,222+106.7% | $8,919+67.4% | $7,344+103.2% |