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 | $101,077 | $58,208+73.6% | $81,812+23.5% | $80,856+25.0% |
| Participation rate | 65.3% | 63.4%+1.9pp | 72.3%-7.0pp | 67.6%-2.3pp |
| Annual return | 14.96% | 41.66%-26.7pp | 773.79%-758.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,743 | $2,340-25.5% | $2,912-40.1% | $2,755-36.7% |
| Participant deferral / active EE | $4,831 | $3,281+47.3% | $4,319+11.9% | $4,296+12.5% |
| Admin fee / account holder | $2,209 | $4,981-55.7% | $7,386-70.1% | $6,918-68.1% |