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 | $69,145 | $56,114+23.2% | $96,139-28.1% | $85,850-19.5% |
| Participation rate | 67.2% | 56.7%+10.5pp | 68.4%-1.3pp | 69.3%-2.1pp |
| Annual return | 13.61% | 42.30%-28.7pp | 191.94%-178.3pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,199 | $1,620-25.9% | $2,797-57.1% | $2,565-53.2% |
| Participant deferral / active EE | $3,972 | $2,859+38.9% | $4,349-8.7% | $3,952+0.5% |
| Admin fee / account holder | $2,334 | $3,768-38.1% | $5,537-57.9% | $6,260-62.7% |