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 | $131,526 | $89,753+46.5% | $107,525+22.3% | $84,808+55.1% |
| Participation rate | 68.9% | 68.1%+0.8pp | 75.1%-6.2pp | 68.3%+0.5pp |
| Annual return | 16.10% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $956 | $3,113-69.3% | $3,754-74.5% | $2,631-63.7% |
| Participant deferral / active EE | $5,312 | $4,056+31.0% | $5,116+3.8% | $4,212+26.1% |
| Admin fee / account holder | $3,959 | $7,222-45.2% | $8,919-55.6% | $7,344-46.1% |