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 | $95,682 | $80,968+18.2% | $96,544-0.9% | $75,163+27.3% |
| Participation rate | 62.7% | 71.8%-9.1pp | 76.0%-13.3pp | 67.2%-4.5pp |
| Annual return | 210.42% | 27.06%+183.4pp | 25.84%+184.6pp | 160.62%+49.8pp |
| Employer contribution / active EE | $2,993 | $2,282+31.2% | $2,965+1.0% | $2,670+12.1% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,050 | $6,724-39.8% | $8,252-50.9% | $5,651-28.3% |