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 | $157,214 | $58,512+168.7% | $84,015+87.1% | $72,985+115.4% |
| Participation rate | 69.5% | 61.2%+8.2pp | 69.0%+0.5pp | 69.5%0pp |
| Annual return | 24.11% | 28.93%-4.8pp | 71.31%-47.2pp | 81.00%-56.9pp |
| Employer contribution / active EE | $3,751 | $1,163+222.5% | $1,983+89.1% | $2,440+53.7% |
| Participant deferral / active EE | $3,535 | $2,394+47.7% | $3,239+9.2% | $3,607-2.0% |
| Admin fee / account holder | $2,625 | $4,569-42.6% | $6,101-57.0% | $5,124-48.8% |