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 | $110,664 | $49,657+122.9% | $93,063+18.9% | $67,986+62.8% |
| Participation rate | 64.2% | 49.9%+14.3pp | 72.1%-7.9pp | 57.2%+7.0pp |
| Annual return | 20.01% | 26.27%-6.3pp | 34.15%-14.1pp | 31.67%-11.7pp |
| Employer contribution / active EE | $1,980 | $1,279+54.9% | $2,476-20.0% | $2,019-1.9% |
| Participant deferral / active EE | $6,538 | $2,484+163.2% | $3,958+65.2% | $3,358+94.7% |
| Admin fee / account holder | $1,076 | $2,843-62.2% | $6,033-82.2% | $3,203-66.4% |