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 | $204,074 | $81,460+150.5% | $103,333+97.5% | $80,856+152.4% |
| Participation rate | 69.6% | 66.8%+2.8pp | 74.5%-4.9pp | 67.6%+2.0pp |
| Annual return | 11.61% | 25.55%-13.9pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $999 | $3,105-67.8% | $3,868-74.2% | $2,755-63.7% |
| Participant deferral / active EE | $3,653 | $3,869-5.6% | $5,057-27.8% | $4,296-15.0% |
| Admin fee / account holder | $20,145 | $6,566+206.8% | $8,355+141.1% | $6,918+191.2% |