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 | $101,249 | $63,861+58.5% | $104,607-3.2% | $79,858+26.8% |
| Participation rate | 67.6% | 64.9%+2.6pp | 74.1%-6.5pp | 69.6%-2.1pp |
| Annual return | 19.07% | 21.30%-2.2pp | 340.46%-321.4pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,475 | $1,588-7.1% | $2,681-45.0% | $2,471-40.3% |
| Participant deferral / active EE | $3,399 | $2,693+26.2% | $3,740-9.1% | $3,740-9.1% |
| Admin fee / account holder | $24,402 | $4,185+483.1% | $6,473+277.0% | $5,306+359.9% |