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 | $61,273 | $53,516+14.5% | $126,539-51.6% | $84,808-27.8% |
| Participation rate | 61.7% | 58.2%+3.4pp | 69.8%-8.2pp | 68.3%-6.6pp |
| Annual return | 17.46% | 58.34%-40.9pp | 425.95%-408.5pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,333 | $1,535-13.2% | $3,674-63.7% | $2,631-49.4% |
| Participant deferral / active EE | $3,554 | $2,671+33.1% | $4,083-13.0% | $4,212-15.6% |
| Admin fee / account holder | $25,321 | $4,497+463.1% | $6,065+317.5% | $7,344+244.8% |