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 | $118,152 | $78,672+50.2% | $109,143+8.3% | $85,850+37.6% |
| Participation rate | 64.1% | 68.3%-4.2pp | 75.9%-11.8pp | 69.3%-5.2pp |
| Annual return | 12.74% | 25.09%-12.3pp | 25.75%-13.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $938 | $2,735-65.7% | $3,722-74.8% | $2,565-63.4% |
| Participant deferral / active EE | $4,783 | $3,467+38.0% | $4,653+2.8% | $3,952+21.0% |
| Admin fee / account holder | $4,864 | $5,469-11.1% | $6,752-28.0% | $6,260-22.3% |