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 | $113,938 | $56,114+103.0% | $96,139+18.5% | $85,850+32.7% |
| Participation rate | 62.8% | 56.7%+6.1pp | 68.4%-5.7pp | 69.3%-6.5pp |
| Annual return | 16.86% | 42.30%-25.4pp | 191.94%-175.1pp | 318.53%-301.7pp |
| Employer contribution / active EE | $1,726 | $1,620+6.6% | $2,797-38.3% | $2,565-32.7% |
| Participant deferral / active EE | $4,153 | $2,859+45.2% | $4,349-4.5% | $3,952+5.1% |
| Admin fee / account holder | $1,750 | $3,768-53.6% | $5,537-68.4% | $6,260-72.1% |