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 | $95,231 | $63,346+50.3% | $92,233+3.3% | $70,131+35.8% |
| Participation rate | 39.2% | 68.7%-29.5pp | 76.5%-37.3pp | 69.5%-30.3pp |
| Annual return | 16.94% | 530.12%-513.2pp | 176.28%-159.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,102 | $2,471-14.9% | $3,679-42.9% | $2,342-10.3% |
| Participant deferral / active EE | $3,492 | $2,854+22.4% | $3,897-10.4% | $3,332+4.8% |
| Admin fee / account holder | $5,088 | $3,840+32.5% | $5,194-2.0% | $4,645+9.5% |