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 | $64,158 | $48,570+32.1% | $130,648-50.9% | $72,985-12.1% |
| Participation rate | 69.4% | 58.6%+10.9pp | 71.7%-2.3pp | 69.5%0pp |
| Annual return | 18.88% | 38.63%-19.7pp | 1708.96%-1690.1pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,373 | $1,334+77.9% | $4,092-42.0% | $2,440-2.7% |
| Participant deferral / active EE | $3,471 | $2,384+45.6% | $3,603-3.6% | $3,607-3.8% |
| Admin fee / account holder | $4,536 | $3,549+27.8% | $5,464-17.0% | $5,124-11.5% |