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 | $129,180 | $58,627+120.3% | $76,735+68.3% | $82,448+56.7% |
| Participation rate | 58.6% | 63.2%-4.6pp | 69.5%-10.9pp | 68.1%-9.4pp |
| Annual return | 14.33% | 39.10%-24.8pp | 29.77%-15.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $5,014 | $1,729+190.0% | $2,454+104.3% | $2,551+96.6% |
| Participant deferral / active EE | $1,529 | $3,134-51.2% | $4,088-62.6% | $4,139-63.1% |
| Admin fee / account holder | $587 | $5,323-89.0% | $7,189-91.8% | $7,234-91.9% |