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 | $87,105 | $58,208+49.6% | $81,812+6.5% | $80,856+7.7% |
| Participation rate | 61.5% | 63.4%-1.9pp | 72.3%-10.8pp | 67.6%-6.1pp |
| Annual return | 17.67% | 41.66%-24.0pp | 773.79%-756.1pp | 35.59%-17.9pp |
| Employer contribution / active EE | $2,057 | $2,340-12.1% | $2,912-29.4% | $2,755-25.3% |
| Participant deferral / active EE | $3,180 | $3,281-3.1% | $4,319-26.4% | $4,296-26.0% |
| Admin fee / account holder | $3,878 | $4,981-22.2% | $7,386-47.5% | $6,918-43.9% |