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 | $74,030 | $51,576+43.5% | $129,207-42.7% | $80,856-8.4% |
| Participation rate | 58.8% | 57.0%+1.8pp | 69.6%-10.8pp | 67.6%-8.8pp |
| Annual return | 13.90% | 20.81%-6.9pp | 9417.33%-9403.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,793 | $1,584+13.2% | $4,153-56.8% | $2,755-34.9% |
| Participant deferral / active EE | $2,207 | $2,669-17.3% | $4,168-47.0% | $4,296-48.6% |
| Admin fee / account holder | $450 | $4,305-89.6% | $7,715-94.2% | $6,918-93.5% |