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 | $137,064 | $77,899+76.0% | $149,673-8.4% | $75,163+82.4% |
| Participation rate | 69.5% | 65.6%+3.9pp | 78.8%-9.3pp | 67.2%+2.3pp |
| Annual return | 17.87% | 31.72%-13.8pp | 134.42%-116.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $3,461 | $3,137+10.3% | $4,818-28.2% | $2,670+29.6% |
| Participant deferral / active EE | $6,250 | $3,411+83.2% | $5,680+10.0% | $4,125+51.5% |
| Admin fee / account holder | $3,039 | $5,956-49.0% | $13,210-77.0% | $5,651-46.2% |