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 | $75,698 | $53,127+42.5% | $86,590-12.6% | $70,131+7.9% |
| Participation rate | 69.0% | 65.3%+3.7pp | 73.5%-4.6pp | 69.5%-0.6pp |
| Annual return | 15.02% | 27.66%-12.6pp | 964.84%-949.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,504 | $2,068-27.3% | $2,839-47.0% | $2,342-35.8% |
| Participant deferral / active EE | $3,192 | $2,696+18.4% | $3,609-11.5% | $3,332-4.2% |
| Admin fee / account holder | $2,393 | $3,585-33.3% | $4,906-51.2% | $4,645-48.5% |