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 | $78,867 | $58,694+34.4% | $142,863-44.8% | $85,850-8.1% |
| Participation rate | 69.0% | 58.5%+10.5pp | 71.9%-3.0pp | 69.3%-0.3pp |
| Annual return | 12.58% | 27.72%-15.1pp | 5637.54%-5625.0pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,922 | $1,423+35.1% | $4,144-53.6% | $2,565-25.1% |
| Participant deferral / active EE | $4,647 | $2,607+78.2% | $3,837+21.1% | $3,952+17.6% |
| Admin fee / account holder | $3,260 | $4,239-23.1% | $6,560-50.3% | $6,260-47.9% |