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 | $92,811 | $58,694+58.1% | $142,863-35.0% | $85,850+8.1% |
| Participation rate | 60.9% | 58.5%+2.4pp | 71.9%-11.1pp | 69.3%-8.4pp |
| Annual return | 23.63% | 27.72%-4.1pp | 5637.54%-5613.9pp | 318.53%-294.9pp |
| Employer contribution / active EE | $1,838 | $1,423+29.2% | $4,144-55.6% | $2,565-28.4% |
| Participant deferral / active EE | $2,597 | $2,607-0.4% | $3,837-32.3% | $3,952-34.3% |
| Admin fee / account holder | $3,484 | $4,239-17.8% | $6,560-46.9% | $6,260-44.3% |