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 | $73,170 | $60,124+21.7% | $90,404-19.1% | $79,858-8.4% |
| Participation rate | 65.9% | 65.0%+0.9pp | 72.7%-6.8pp | 69.6%-3.7pp |
| Annual return | 14.20% | 71.94%-57.7pp | 1293.02%-1278.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,231 | $2,068-40.5% | $3,262-62.3% | $2,471-50.2% |
| Participant deferral / active EE | $4,506 | $2,938+53.4% | $3,963+13.7% | $3,740+20.5% |
| Admin fee / account holder | $356 | $3,976-91.1% | $5,611-93.7% | $5,306-93.3% |