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 | $97,534 | $58,208+67.6% | $81,812+19.2% | $80,856+20.6% |
| Participation rate | 69.2% | 63.4%+5.8pp | 72.3%-3.1pp | 67.6%+1.6pp |
| Annual return | 13.81% | 41.66%-27.9pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,012 | $2,340-56.7% | $2,912-65.2% | $2,755-63.3% |
| Participant deferral / active EE | $3,441 | $3,281+4.9% | $4,319-20.3% | $4,296-19.9% |
| Admin fee / account holder | $6,123 | $4,981+22.9% | $7,386-17.1% | $6,918-11.5% |