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 | $93,037 | $51,638+80.2% | $68,368+36.1% | $82,448+12.8% |
| Participation rate | 62.5% | 63.6%-1.1pp | 73.8%-11.3pp | 68.1%-5.6pp |
| Annual return | 33.46% | 37.53%-4.1pp | 292.57%-259.1pp | 41.64%-8.2pp |
| Employer contribution / active EE | $2,275 | $2,047+11.2% | $2,649-14.1% | $2,551-10.8% |
| Participant deferral / active EE | $5,204 | $2,914+78.6% | $4,123+26.2% | $4,139+25.7% |
| Admin fee / account holder | $62,897 | $4,643+1254.5% | $5,150+1121.4% | $7,234+769.4% |