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 | $124,058 | $89,355+38.8% | $141,162-12.1% | $72,985+70.0% |
| Participation rate | 55.6% | 75.1%-19.6pp | 82.5%-26.9pp | 69.5%-13.9pp |
| Annual return | 28.79% | 111.85%-83.1pp | 71.39%-42.6pp | 81.00%-52.2pp |
| Employer contribution / active EE | $2,757 | $3,114-11.5% | $4,735-41.8% | $2,440+13.0% |
| Participant deferral / active EE | $4,657 | $5,418-14.1% | $6,709-30.6% | $3,607+29.1% |
| Admin fee / account holder | $2,349 | $5,958-60.6% | $10,261-77.1% | $5,124-54.2% |