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 | $133,156 | $25,014+432.3% | $69,701+91.0% | $80,874+64.6% |
| Participation rate | 68.2% | 64.2%+3.9pp | 66.4%+1.7pp | 67.6%+0.5pp |
| Annual return | 36.70% | 19.07%+17.6pp | 100.32%-63.6pp | 35.62%+1.1pp |
| Employer contribution / active EE | $5,397 | $993+443.5% | $1,713+215.0% | $2,756+95.9% |
| Participant deferral / active EE | $1,346 | $1,839-26.8% | $2,887-53.4% | $4,297-68.7% |
| Admin fee / account holder | $598 | $2,488-75.9% | $4,717-87.3% | $6,935-91.4% |