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 | $125,609 | $71,050+76.8% | $93,606+34.2% | $80,856+55.3% |
| Participation rate | 64.1% | 60.4%+3.7pp | 68.7%-4.6pp | 67.6%-3.5pp |
| Annual return | 12.97% | 11.26%+1.7pp | 133.20%-120.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $694 | $1,564-55.6% | $2,420-71.3% | $2,755-74.8% |
| Participant deferral / active EE | $4,772 | $4,034+18.3% | $4,411+8.2% | $4,296+11.1% |
| Admin fee / account holder | $1,397 | $6,945-79.9% | $8,285-83.1% | $6,918-79.8% |