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 | $86,166 | $70,669+21.9% | $169,368-49.1% | $75,163+14.6% |
| Participation rate | 63.0% | 64.8%-1.8pp | 77.1%-14.2pp | 67.2%-4.2pp |
| Annual return | 17.97% | 36.36%-18.4pp | 405.60%-387.6pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,011 | $2,211-9.0% | $4,013-49.9% | $2,670-24.7% |
| Participant deferral / active EE | $3,075 | $4,311-28.7% | $6,221-50.6% | $4,125-25.4% |
| Admin fee / account holder | $794 | $5,402-85.3% | $9,003-91.2% | $5,651-85.9% |