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 | $68,463 | $53,822+27.2% | $75,696-9.6% | $85,850-20.3% |
| Participation rate | 68.5% | 69.1%-0.5pp | 74.8%-6.3pp | 69.3%-0.8pp |
| Annual return | 28.43% | 24.54%+3.9pp | 104.53%-76.1pp | 318.53%-290.1pp |
| Employer contribution / active EE | $6,674 | $2,017+230.9% | $2,743+143.3% | $2,565+160.2% |
| Participant deferral / active EE | $2,602 | $2,895-10.1% | $3,821-31.9% | $3,952-34.2% |
| Admin fee / account holder | $6,483 | $3,343+93.9% | $3,619+79.1% | $6,260+3.6% |