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 | $67,406 | $53,053+27.1% | $126,539-46.7% | $74,304-9.3% |
| Participation rate | 54.3% | 48.0%+6.3pp | 69.8%-15.5pp | 60.3%-6.0pp |
| Annual return | 20.28% | 29.46%-9.2pp | 425.95%-405.7pp | 29.43%-9.2pp |
| Employer contribution / active EE | $1,749 | $1,168+49.8% | $3,674-52.4% | $2,241-21.9% |
| Participant deferral / active EE | $4,197 | $2,303+82.2% | $4,083+2.8% | $3,767+11.4% |
| Admin fee / account holder | $10,644 | $3,698+187.8% | $6,065+75.5% | $2,969+258.5% |