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 | $134,536 | $70,428+91.0% | $96,562+39.3% | $85,850+56.7% |
| Participation rate | 68.6% | 61.8%+6.8pp | 69.8%-1.2pp | 69.3%-0.7pp |
| Annual return | 14.61% | 18.59%-4.0pp | 37.78%-23.2pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,325 | $1,413+64.6% | $2,356-1.3% | $2,565-9.4% |
| Participant deferral / active EE | $4,044 | $2,894+39.7% | $3,849+5.1% | $3,952+2.3% |
| Admin fee / account holder | $804 | $4,997-83.9% | $6,181-87.0% | $6,260-87.2% |