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 | $61,773 | $56,199+9.9% | $67,652-8.7% | $59,632+3.6% |
| Participation rate | 68.8% | 71.5%-2.6pp | 75.7%-6.8pp | 68.7%+0.1pp |
| Annual return | 8.41% | 18505.31%-18496.9pp | 6625.04%-6616.6pp | 2041.28%-2032.9pp |
| Employer contribution / active EE | $2,669 | $1,614+65.3% | $2,266+17.8% | $2,203+21.2% |
| Participant deferral / active EE | $9,409 | $2,844+230.9% | $3,560+164.3% | $3,192+194.8% |
| Admin fee / account holder | $3,712 | $3,958-6.2% | $4,821-23.0% | $4,297-13.6% |