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 | $127,558 | $78,422+62.7% | $95,952+32.9% | $79,858+59.7% |
| Participation rate | 68.7% | 73.5%-4.8pp | 77.1%-8.4pp | 69.6%-1.0pp |
| Annual return | 18.57% | 19.37%-0.8pp | 91.61%-73.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,407 | $1,945+23.8% | $2,541-5.3% | $2,471-2.6% |
| Participant deferral / active EE | $4,385 | $3,440+27.5% | $4,167+5.2% | $3,740+17.2% |
| Admin fee / account holder | $8,183 | $5,622+45.5% | $6,795+20.4% | $5,306+54.2% |