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 | $125,841 | $55,932+125.0% | $76,735+64.0% | $67,986+85.1% |
| Participation rate | 62.5% | 50.8%+11.7pp | 69.5%-7.0pp | 57.2%+5.3pp |
| Annual return | 13.35% | 23.10%-9.7pp | 29.77%-16.4pp | 31.67%-18.3pp |
| Employer contribution / active EE | $2,106 | $1,487+41.7% | $2,454-14.2% | $2,019+4.3% |
| Participant deferral / active EE | $5,020 | $2,558+96.2% | $4,088+22.8% | $3,358+49.5% |
| Admin fee / account holder | $10,551 | $4,907+115.0% | $7,189+46.8% | $3,203+229.4% |