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 | $75,075 | $52,279+43.6% | $89,391-16.0% | $79,858-6.0% |
| Participation rate | 60.6% | 57.5%+3.1pp | 68.0%-7.4pp | 69.6%-9.0pp |
| Annual return | 16.45% | 22.16%-5.7pp | 245.62%-229.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,178 | $1,572+38.6% | $2,586-15.8% | $2,471-11.9% |
| Participant deferral / active EE | $4,200 | $2,740+53.3% | $3,890+8.0% | $3,740+12.3% |
| Admin fee / account holder | $988 | $3,356-70.6% | $4,881-79.8% | $5,306-81.4% |