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 | $96,781 | $54,762+76.7% | $90,281+7.2% | $72,985+32.6% |
| Participation rate | 0.0% | 65.1%-65.1pp | 73.3%-73.3pp | 69.5%-69.5pp |
| Annual return | 20.25% | 30.63%-10.4pp | 78.10%-57.9pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,194 | $2,092+4.8% | $2,854-23.1% | $2,440-10.1% |
| Participant deferral / active EE | $4,218 | $2,887+46.1% | $3,885+8.6% | $3,607+16.9% |
| Admin fee / account holder | $10,360 | $3,972+160.8% | $5,351+93.6% | $5,124+102.2% |