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 | $72,861 | $63,346+15.0% | $92,233-21.0% | $70,131+3.9% |
| Participation rate | 68.8% | 68.7%+0.1pp | 76.5%-7.7pp | 69.5%-0.8pp |
| Annual return | 20.96% | 530.12%-509.2pp | 176.28%-155.3pp | 73.14%-52.2pp |
| Employer contribution / active EE | $1,912 | $2,471-22.6% | $3,679-48.0% | $2,342-18.4% |
| Participant deferral / active EE | $6,441 | $2,854+125.7% | $3,897+65.3% | $3,332+93.3% |
| Admin fee / account holder | $1,758 | $3,840-54.2% | $5,194-66.2% | $4,645-62.2% |