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 | $169,709 | $89,753+89.1% | $107,525+57.8% | $84,808+100.1% |
| Participation rate | 61.8% | 68.1%-6.3pp | 75.1%-13.3pp | 68.3%-6.5pp |
| Annual return | 14.72% | 29.48%-14.8pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,999 | $3,113-35.8% | $3,754-46.7% | $2,631-24.0% |
| Participant deferral / active EE | $4,234 | $4,056+4.4% | $5,116-17.2% | $4,212+0.5% |
| Admin fee / account holder | $2,577 | $7,222-64.3% | $8,919-71.1% | $7,344-64.9% |