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 | $89,585 | $60,124+49.0% | $90,404-0.9% | $79,858+12.2% |
| Participation rate | 69.0% | 65.0%+4.0pp | 72.7%-3.7pp | 69.6%-0.7pp |
| Annual return | 13.55% | 71.94%-58.4pp | 1293.02%-1279.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,375 | $2,068+14.8% | $3,262-27.2% | $2,471-3.9% |
| Participant deferral / active EE | $4,823 | $2,938+64.1% | $3,963+21.7% | $3,740+29.0% |
| Admin fee / account holder | $4,392 | $3,976+10.5% | $5,611-21.7% | $5,306-17.2% |