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 | $114,807 | $80,753+42.2% | $136,294-15.8% | $62,292+84.3% |
| Participation rate | 59.4% | 73.5%-14.1pp | 81.9%-22.5pp | 69.5%-10.1pp |
| Annual return | 32.30% | 35.83%-3.5pp | 5155.94%-5123.6pp | 28.90%+3.4pp |
| Employer contribution / active EE | $2,291 | $2,884-20.6% | $4,695-51.2% | $2,042+12.2% |
| Participant deferral / active EE | $3,900 | $5,164-24.5% | $6,247-37.6% | $3,169+23.1% |
| Admin fee / account holder | $2,644 | $525+403.2% | $9,243-71.4% | $479+451.6% |