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 | $99,678 | $51,576+93.3% | $129,207-22.9% | $80,856+23.3% |
| Participation rate | 66.7% | 57.0%+9.7pp | 69.6%-2.9pp | 67.6%-1.0pp |
| Annual return | 12.62% | 20.81%-8.2pp | 9417.33%-9404.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,483 | $1,584+56.8% | $4,153-40.2% | $2,755-9.9% |
| Participant deferral / active EE | $3,852 | $2,669+44.3% | $4,168-7.6% | $4,296-10.3% |
| Admin fee / account holder | $29,274 | $4,305+580.0% | $7,715+279.5% | $6,918+323.2% |