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 | $69,300 | $53,127+30.4% | $86,590-20.0% | $70,131-1.2% |
| Participation rate | 64.5% | 65.3%-0.8pp | 73.5%-9.0pp | 69.5%-5.0pp |
| Annual return | 13.11% | 27.66%-14.5pp | 964.84%-951.7pp | 73.14%-60.0pp |
| Employer contribution / active EE | $3,232 | $2,068+56.3% | $2,839+13.8% | $2,342+38.0% |
| Participant deferral / active EE | $1,777 | $2,696-34.1% | $3,609-50.7% | $3,332-46.7% |
| Admin fee / account holder | $6,452 | $3,585+79.9% | $4,906+31.5% | $4,645+38.9% |