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 | $77,166 | $70,669+9.2% | $169,368-54.4% | $75,163+2.7% |
| Participation rate | 65.7% | 64.8%+0.9pp | 77.1%-11.4pp | 67.2%-1.5pp |
| Annual return | 24.07% | 36.36%-12.3pp | 405.60%-381.5pp | 160.62%-136.5pp |
| Employer contribution / active EE | $1,583 | $2,211-28.4% | $4,013-60.6% | $2,670-40.7% |
| Participant deferral / active EE | $3,430 | $4,311-20.4% | $6,221-44.9% | $4,125-16.8% |
| Admin fee / account holder | $354 | $5,402-93.5% | $9,003-96.1% | $5,651-93.7% |