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 | $88,280 | $63,346+39.4% | $92,233-4.3% | $70,131+25.9% |
| Participation rate | 67.4% | 68.7%-1.2pp | 76.5%-9.0pp | 69.5%-2.1pp |
| Annual return | 17.59% | 530.12%-512.5pp | 176.28%-158.7pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,246 | $2,471-9.1% | $3,679-39.0% | $2,342-4.1% |
| Participant deferral / active EE | $3,811 | $2,854+33.5% | $3,897-2.2% | $3,332+14.4% |
| Admin fee / account holder | $5,648 | $3,840+47.1% | $5,194+8.7% | $4,645+21.6% |