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 | $59,314 | $53,516+10.8% | $126,539-53.1% | $84,808-30.1% |
| Participation rate | 69.2% | 58.2%+11.0pp | 69.8%-0.6pp | 68.3%+0.9pp |
| Annual return | 13.72% | 58.34%-44.6pp | 425.95%-412.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,961 | $1,535+27.8% | $3,674-46.6% | $2,631-25.5% |
| Participant deferral / active EE | $4,053 | $2,671+51.8% | $4,083-0.7% | $4,212-3.8% |
| Admin fee / account holder | $12,816 | $4,497+185.0% | $6,065+111.3% | $7,344+74.5% |