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 | $79,618 | $65,409+21.7% | $98,442-19.1% | $85,850-7.3% |
| Participation rate | 65.0% | 65.0%0pp | 73.3%-8.3pp | 69.3%-4.3pp |
| Annual return | 11.92% | 21.76%-9.8pp | 1492.73%-1480.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,595 | $2,168-26.4% | $2,960-46.1% | $2,565-37.8% |
| Participant deferral / active EE | $6,001 | $3,166+89.5% | $4,276+40.3% | $3,952+51.9% |
| Admin fee / account holder | $7,633 | $4,593+66.2% | $5,949+28.3% | $6,260+21.9% |