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 | $62,308 | $52,406+18.9% | $129,207-51.8% | $74,495-16.4% |
| Participation rate | 67.6% | 53.8%+13.8pp | 69.6%-2.0pp | 67.2%+0.4pp |
| Annual return | 13.48% | 15.66%-2.2pp | 9417.33%-9403.8pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,425 | $1,531+58.5% | $4,153-41.6% | $2,623-7.5% |
| Participant deferral / active EE | $5,547 | $2,794+98.5% | $4,168+33.1% | $4,346+27.6% |
| Admin fee / account holder | $8,398 | $2,633+219.0% | $7,715+8.9% | $1,942+332.5% |