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 | $134,669 | $77,899+72.9% | $149,673-10.0% | $75,163+79.2% |
| Participation rate | 68.2% | 65.6%+2.6pp | 78.8%-10.6pp | 67.2%+1.0pp |
| Annual return | 16.67% | 31.72%-15.1pp | 134.42%-117.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,893 | $3,137-7.8% | $4,818-39.9% | $2,670+8.4% |
| Participant deferral / active EE | $6,393 | $3,411+87.4% | $5,680+12.6% | $4,125+55.0% |
| Admin fee / account holder | $2,291 | $5,956-61.5% | $13,210-82.7% | $5,651-59.5% |