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 | $80,960 | $58,234+39.0% | $81,783-1.0% | $80,874+0.1% |
| Participation rate | 68.5% | 63.4%+5.1pp | 72.4%-3.9pp | 67.6%+0.8pp |
| Annual return | 13.05% | 41.70%-28.7pp | 775.05%-762.0pp | 35.62%-22.6pp |
| Employer contribution / active EE | $2,497 | $2,341+6.7% | $2,913-14.3% | $2,756-9.4% |
| Participant deferral / active EE | $5,542 | $3,283+68.8% | $4,320+28.3% | $4,297+29.0% |
| Admin fee / account holder | $3,372 | $4,982-32.3% | $7,380-54.3% | $6,935-51.4% |