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 | $69,297 | $58,694+18.1% | $142,863-51.5% | $85,850-19.3% |
| Participation rate | 56.0% | 58.5%-2.5pp | 71.9%-15.9pp | 69.3%-13.3pp |
| Annual return | 12.56% | 27.72%-15.2pp | 5637.54%-5625.0pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,297 | $1,423-8.8% | $4,144-68.7% | $2,565-49.4% |
| Participant deferral / active EE | $1,860 | $2,607-28.7% | $3,837-51.5% | $3,952-52.9% |
| Admin fee / account holder | $1,604 | $4,239-62.2% | $6,560-75.6% | $6,260-74.4% |