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 | $65,010 | $52,279+24.4% | $89,391-27.3% | $79,858-18.6% |
| Participation rate | 65.9% | 57.5%+8.3pp | 68.0%-2.1pp | 69.6%-3.8pp |
| Annual return | 14.75% | 22.16%-7.4pp | 245.62%-230.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,108 | $1,572+34.1% | $2,586-18.5% | $2,471-14.7% |
| Participant deferral / active EE | $4,678 | $2,740+70.7% | $3,890+20.3% | $3,740+25.1% |
| Admin fee / account holder | $10,717 | $3,356+219.3% | $4,881+119.5% | $5,306+102.0% |