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 | $91,885 | $74,888+22.7% | $71,209+29.0% | $142,382-35.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 21.18% | 345.14%-324.0pp | 282.51%-261.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,487 | $2,854+22.2% | $2,721+28.2% | $4,299-18.9% |
| Participant deferral / active EE | $9,785 | $4,454+119.7% | $4,175+134.4% | $6,507+50.4% |
| Admin fee / account holder | $5,126 | $5,568-7.9% | $5,349-4.2% | $12,624-59.4% |