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 | $96,639 | $58,927+64.0% | $76,817+25.8% | $72,985+32.4% |
| Participation rate | 68.3% | 67.3%+1.0pp | 72.1%-3.8pp | 69.5%-1.2pp |
| Annual return | 23.82% | 2305.64%-2281.8pp | 1166.11%-1142.3pp | 81.00%-57.2pp |
| Employer contribution / active EE | $2,034 | $1,787+13.8% | $2,302-11.6% | $2,440-16.6% |
| Participant deferral / active EE | $3,899 | $2,690+44.9% | $3,336+16.9% | $3,607+8.1% |
| Admin fee / account holder | $959 | $4,013-76.1% | $6,420-85.1% | $5,124-81.3% |