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 | $120,543 | $60,892+98.0% | $82,389+46.3% | $84,808+42.1% |
| Participation rate | 69.1% | 63.3%+5.8pp | 69.5%-0.4pp | 68.3%+0.8pp |
| Annual return | 13.94% | 37.29%-23.4pp | 28.67%-14.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $702 | $1,779-60.5% | $2,517-72.1% | $2,631-73.3% |
| Participant deferral / active EE | $4,659 | $3,179+46.6% | $4,155+12.1% | $4,212+10.6% |
| Admin fee / account holder | $5,993 | $5,467+9.6% | $7,231-17.1% | $7,344-18.4% |