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 | $120,394 | $48,046+150.6% | $84,611+42.3% | $72,985+65.0% |
| Participation rate | 63.9% | 57.6%+6.3pp | 68.2%-4.3pp | 69.5%-5.6pp |
| Annual return | 17.83% | 37.38%-19.6pp | 258.74%-240.9pp | 81.00%-63.2pp |
| Employer contribution / active EE | $459 | $1,602-71.4% | $2,652-82.7% | $2,440-81.2% |
| Participant deferral / active EE | $2,895 | $2,680+8.0% | $3,899-25.8% | $3,607-19.8% |
| Admin fee / account holder | $11,042 | $3,395+225.3% | $4,912+124.8% | $5,124+115.5% |