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 | $65,127 | $48,795+33.5% | $65,493-0.6% | $84,808-23.2% |
| Participation rate | 69.2% | 67.0%+2.3pp | 73.1%-3.9pp | 68.3%+0.9pp |
| Annual return | 12.66% | 20.20%-7.5pp | 982.45%-969.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,798 | $1,930+45.0% | $2,574+8.7% | $2,631+6.3% |
| Participant deferral / active EE | $4,720 | $2,928+61.2% | $3,961+19.2% | $4,212+12.1% |
| Admin fee / account holder | $2,313 | $3,877-40.3% | $5,028-54.0% | $7,344-68.5% |