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 | $120,736 | $66,402+81.8% | $109,895+9.9% | $85,850+40.6% |
| Participation rate | 65.5% | 63.9%+1.7pp | 74.2%-8.7pp | 69.3%-3.8pp |
| Annual return | 13.63% | 19.59%-6.0pp | 29.45%-15.8pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,008 | $1,687-40.2% | $2,842-64.5% | $2,565-60.7% |
| Participant deferral / active EE | $3,173 | $2,842+11.6% | $4,048-21.6% | $3,952-19.7% |
| Admin fee / account holder | $19,676 | $4,557+331.8% | $6,066+224.4% | $6,260+214.3% |