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 | $133,868 | $66,402+101.6% | $109,895+21.8% | $85,850+55.9% |
| Participation rate | 61.7% | 63.9%-2.2pp | 74.2%-12.6pp | 69.3%-7.6pp |
| Annual return | 18.31% | 19.59%-1.3pp | 29.45%-11.1pp | 318.53%-300.2pp |
| Employer contribution / active EE | $1,988 | $1,687+17.8% | $2,842-30.1% | $2,565-22.5% |
| Participant deferral / active EE | $3,658 | $2,842+28.7% | $4,048-9.6% | $3,952-7.4% |
| Admin fee / account holder | $3,852 | $4,557-15.5% | $6,066-36.5% | $6,260-38.5% |