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 | $83,372 | $52,279+59.5% | $89,391-6.7% | $79,858+4.4% |
| Participation rate | 67.1% | 57.5%+9.5pp | 68.0%-0.9pp | 69.6%-2.6pp |
| Annual return | 21.24% | 22.16%-0.9pp | 245.62%-224.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $2,445 | $1,572+55.6% | $2,586-5.4% | $2,471-1.0% |
| Participant deferral / active EE | $1,973 | $2,740-28.0% | $3,890-49.3% | $3,740-47.3% |
| Admin fee / account holder | $2,543 | $3,356-24.2% | $4,881-47.9% | $5,306-52.1% |