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 | $122,804 | $68,547+79.2% | $120,354+2.0% | $80,856+51.9% |
| Participation rate | 68.9% | 61.6%+7.3pp | 71.9%-3.1pp | 67.6%+1.2pp |
| Annual return | 18.47% | 23.60%-5.1pp | 107.15%-88.7pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,723 | $2,051-16.0% | $3,463-50.2% | $2,755-37.4% |
| Participant deferral / active EE | $2,402 | $3,173-24.3% | $4,991-51.9% | $4,296-44.1% |
| Admin fee / account holder | $571 | $5,732-90.0% | $9,423-93.9% | $6,918-91.7% |