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 | $126,243 | $78,422+61.0% | $95,952+31.6% | $79,858+58.1% |
| Participation rate | 66.2% | 73.5%-7.3pp | 77.1%-10.8pp | 69.6%-3.4pp |
| Annual return | 12.86% | 19.37%-6.5pp | 91.61%-78.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,362 | $1,945-30.0% | $2,541-46.4% | $2,471-44.9% |
| Participant deferral / active EE | $2,120 | $3,440-38.4% | $4,167-49.1% | $3,740-43.3% |
| Admin fee / account holder | $2,337 | $5,622-58.4% | $6,795-65.6% | $5,306-56.0% |