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 | $76,747 | $49,922+53.7% | $80,569-4.7% | $75,163+2.1% |
| Participation rate | 60.7% | 55.3%+5.4pp | 67.0%-6.3pp | 67.2%-6.5pp |
| Annual return | 14.70% | 34.69%-20.0pp | 935.43%-920.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,724 | $1,698+1.5% | $2,723-36.7% | $2,670-35.4% |
| Participant deferral / active EE | $4,568 | $2,990+52.7% | $4,447+2.7% | $4,125+10.7% |
| Admin fee / account holder | $15,200 | $3,577+324.9% | $5,377+182.7% | $5,651+169.0% |