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 | $142,912 | $57,541+148.4% | $95,745+49.3% | $75,163+90.1% |
| Participation rate | 68.6% | 62.5%+6.1pp | 72.3%-3.7pp | 67.2%+1.4pp |
| Annual return | 18.09% | 34.93%-16.8pp | 28.35%-10.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,118 | $1,808+17.1% | $2,835-25.3% | $2,670-20.7% |
| Participant deferral / active EE | $6,134 | $3,074+99.6% | $4,245+44.5% | $4,125+48.7% |
| Admin fee / account holder | $3,808 | $4,099-7.1% | $5,678-32.9% | $5,651-32.6% |