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 | $81,747 | $53,127+53.9% | $86,590-5.6% | $70,131+16.6% |
| Participation rate | 67.4% | 65.3%+2.1pp | 73.5%-6.1pp | 69.5%-2.1pp |
| Annual return | 19.18% | 27.66%-8.5pp | 964.84%-945.7pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,933 | $2,068-6.5% | $2,839-31.9% | $2,342-17.5% |
| Participant deferral / active EE | $3,653 | $2,696+35.5% | $3,609+1.2% | $3,332+9.7% |
| Admin fee / account holder | $529 | $3,585-85.2% | $4,906-89.2% | $4,645-88.6% |