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 | $51,655 | $46,869+10.2% | $122,332-57.8% | $70,131-26.3% |
| Participation rate | 62.9% | 58.2%+4.7pp | 71.6%-8.8pp | 69.5%-6.7pp |
| Annual return | 46.44% | 24.22%+22.2pp | 30.27%+16.2pp | 73.14%-26.7pp |
| Employer contribution / active EE | $1,708 | $1,288+32.6% | $4,050-57.8% | $2,342-27.1% |
| Participant deferral / active EE | $2,271 | $2,166+4.8% | $3,287-30.9% | $3,332-31.8% |
| Admin fee / account holder | $28,512 | $3,322+758.2% | $5,478+420.5% | $4,645+513.8% |