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 | $52,557 | $48,335+8.7% | $121,098-56.6% | $71,457-26.4% |
| Participation rate | 64.2% | 54.3%+9.9pp | 69.5%-5.3pp | 67.9%-3.7pp |
| Annual return | 14.80% | 23.32%-8.5pp | 985.75%-971.0pp | 28.85%-14.1pp |
| Employer contribution / active EE | $1,713 | $1,489+15.1% | $4,164-58.8% | $2,588-33.8% |
| Participant deferral / active EE | $2,993 | $2,754+8.7% | $4,080-26.6% | $4,289-30.2% |
| Admin fee / account holder | $11,707 | $1,841+536.1% | $5,644+107.4% | $1,587+637.5% |