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 | $144,713 | $83,902+72.5% | $167,512-13.6% | $84,808+70.6% |
| Participation rate | 69.9% | 66.5%+3.4pp | 77.1%-7.2pp | 68.3%+1.6pp |
| Annual return | 15.69% | 91.55%-75.9pp | 1615.79%-1600.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,493 | $2,264+10.1% | $3,882-35.8% | $2,631-5.2% |
| Participant deferral / active EE | $5,335 | $4,442+20.1% | $6,405-16.7% | $4,212+26.7% |
| Admin fee / account holder | $6,128 | $7,915-22.6% | $9,769-37.3% | $7,344-16.6% |