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 | $70,996 | $58,208+22.0% | $81,812-13.2% | $80,856-12.2% |
| Participation rate | 69.6% | 63.4%+6.2pp | 72.3%-2.8pp | 67.6%+1.9pp |
| Annual return | 14.27% | 41.66%-27.4pp | 773.79%-759.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,392 | $2,340+2.2% | $2,912-17.9% | $2,755-13.2% |
| Participant deferral / active EE | $4,500 | $3,281+37.2% | $4,319+4.2% | $4,296+4.7% |
| Admin fee / account holder | $2,145 | $4,981-56.9% | $7,386-71.0% | $6,918-69.0% |