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 | $91,224 | $48,795+87.0% | $65,493+39.3% | $84,808+7.6% |
| Participation rate | 62.7% | 67.0%-4.3pp | 73.1%-10.4pp | 68.3%-5.6pp |
| Annual return | 21.24% | 20.20%+1.0pp | 982.45%-961.2pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,391 | $1,930+23.9% | $2,574-7.1% | $2,631-9.1% |
| Participant deferral / active EE | $4,317 | $2,928+47.4% | $3,961+9.0% | $4,212+2.5% |
| Admin fee / account holder | $2,918 | $3,877-24.7% | $5,028-42.0% | $7,344-60.3% |