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 | $112,293 | $86,286+30.1% | $111,297+0.9% | $85,850+30.8% |
| Participation rate | 67.9% | 73.3%-5.4pp | 77.3%-9.4pp | 69.3%-1.4pp |
| Annual return | 12.96% | 19.99%-7.0pp | 54.65%-41.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,533 | $2,043+24.0% | $2,731-7.2% | $2,565-1.2% |
| Participant deferral / active EE | $4,675 | $3,641+28.4% | $4,487+4.2% | $3,952+18.3% |
| Admin fee / account holder | $2,940 | $8,188-64.1% | $7,964-63.1% | $6,260-53.0% |