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 | $91,915 | $48,570+89.2% | $130,648-29.6% | $72,985+25.9% |
| Participation rate | 64.7% | 58.6%+6.1pp | 71.7%-7.0pp | 69.5%-4.8pp |
| Annual return | 23.32% | 38.63%-15.3pp | 1708.96%-1685.6pp | 81.00%-57.7pp |
| Employer contribution / active EE | $674 | $1,334-49.5% | $4,092-83.5% | $2,440-72.4% |
| Participant deferral / active EE | $3,464 | $2,384+45.3% | $3,603-3.8% | $3,607-4.0% |
| Admin fee / account holder | $3,797 | $3,549+7.0% | $5,464-30.5% | $5,124-25.9% |