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 | $98,146 | $70,669+38.9% | $169,368-42.1% | $75,163+30.6% |
| Participation rate | 67.1% | 64.8%+2.3pp | 77.1%-10.1pp | 67.2%-0.1pp |
| Annual return | 17.98% | 36.36%-18.4pp | 405.60%-387.6pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,429 | $2,211+9.9% | $4,013-39.5% | $2,670-9.0% |
| Participant deferral / active EE | $8,317 | $4,311+92.9% | $6,221+33.7% | $4,125+101.6% |
| Admin fee / account holder | $13,632 | $5,402+152.3% | $9,003+51.4% | $5,651+141.2% |