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 | $125,344 | $56,053+123.6% | $75,972+65.0% | $80,856+55.0% |
| Participation rate | 69.2% | 62.0%+7.2pp | 69.1%+0.2pp | 67.6%+1.6pp |
| Annual return | 11.30% | 20.53%-9.2pp | 359.55%-348.2pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,096 | $1,874-41.5% | $2,685-59.2% | $2,755-60.2% |
| Participant deferral / active EE | $3,801 | $3,052+24.6% | $4,255-10.7% | $4,296-11.5% |
| Admin fee / account holder | $12,179 | $5,234+132.7% | $6,467+88.3% | $6,918+76.1% |