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 | $73,614 | $58,694+25.4% | $142,863-48.5% | $85,850-14.3% |
| Participation rate | 56.7% | 58.5%-1.8pp | 71.9%-15.3pp | 69.3%-12.6pp |
| Annual return | 15.67% | 27.72%-12.1pp | 5637.54%-5621.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,016 | $1,423-28.6% | $4,144-75.5% | $2,565-60.4% |
| Participant deferral / active EE | $2,843 | $2,607+9.1% | $3,837-25.9% | $3,952-28.0% |
| Admin fee / account holder | $7,811 | $4,239+84.2% | $6,560+19.1% | $6,260+24.8% |