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 | $60,271 | $49,173+22.6% | $121,098-50.2% | $75,163-19.8% |
| Participation rate | 64.5% | 55.4%+9.1pp | 69.5%-5.0pp | 67.2%-2.7pp |
| Annual return | 19.30% | 55.99%-36.7pp | 985.75%-966.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,508 | $1,546-2.5% | $4,164-63.8% | $2,670-43.5% |
| Participant deferral / active EE | $3,451 | $2,628+31.4% | $4,080-15.4% | $4,125-16.3% |
| Admin fee / account holder | $962 | $3,942-75.6% | $5,644-83.0% | $5,651-83.0% |