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 | $58,398 | $53,516+9.1% | $126,539-53.8% | $84,808-31.1% |
| Participation rate | 59.4% | 58.2%+1.1pp | 69.8%-10.4pp | 68.3%-8.9pp |
| Annual return | 24.32% | 58.34%-34.0pp | 425.95%-401.6pp | 40.90%-16.6pp |
| Employer contribution / active EE | $2,109 | $1,535+37.4% | $3,674-42.6% | $2,631-19.9% |
| Participant deferral / active EE | $4,331 | $2,671+62.2% | $4,083+6.1% | $4,212+2.8% |
| Admin fee / account holder | $1,291 | $4,497-71.3% | $6,065-78.7% | $7,344-82.4% |