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 | $67,737 | $60,124+12.7% | $90,404-25.1% | $79,858-15.2% |
| Participation rate | 67.9% | 65.0%+2.9pp | 72.7%-4.8pp | 69.6%-1.8pp |
| Annual return | 13.63% | 71.94%-58.3pp | 1293.02%-1279.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,421 | $2,068+17.1% | $3,262-25.8% | $2,471-2.0% |
| Participant deferral / active EE | $3,917 | $2,938+33.3% | $3,963-1.2% | $3,740+4.7% |
| Admin fee / account holder | $1,963 | $3,976-50.6% | $5,611-65.0% | $5,306-63.0% |