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 | $70,717 | $51,576+37.1% | $129,207-45.3% | $80,856-12.5% |
| Participation rate | 58.5% | 57.0%+1.5pp | 69.6%-11.1pp | 67.6%-9.1pp |
| Annual return | 14.16% | 20.81%-6.7pp | 9417.33%-9403.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,867 | $1,584+81.1% | $4,153-31.0% | $2,755+4.1% |
| Participant deferral / active EE | $3,693 | $2,669+38.4% | $4,168-11.4% | $4,296-14.0% |
| Admin fee / account holder | $13,798 | $4,305+220.5% | $7,715+78.9% | $6,918+99.5% |