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 | $91,278 | $58,208+56.8% | $81,812+11.6% | $80,856+12.9% |
| Participation rate | 67.5% | 63.4%+4.1pp | 72.3%-4.8pp | 67.6%-0.1pp |
| Annual return | 11.53% | 41.66%-30.1pp | 773.79%-762.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,051 | $2,340-12.4% | $2,912-29.6% | $2,755-25.6% |
| Participant deferral / active EE | $4,496 | $3,281+37.0% | $4,319+4.1% | $4,296+4.7% |
| Admin fee / account holder | $10,198 | $4,981+104.7% | $7,386+38.1% | $6,918+47.4% |