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 | $88,658 | $65,395+35.6% | $182,532-51.4% | $72,985+21.5% |
| Participation rate | 64.0% | 65.4%-1.5pp | 78.0%-14.0pp | 69.5%-5.5pp |
| Annual return | 32.06% | 27.68%+4.4pp | 148.54%-116.5pp | 81.00%-48.9pp |
| Employer contribution / active EE | $2,147 | $1,911+12.3% | $4,076-47.3% | $2,440-12.0% |
| Participant deferral / active EE | $6,220 | $3,563+74.6% | $5,524+12.6% | $3,607+72.4% |
| Admin fee / account holder | $3,843 | $4,245-9.5% | $8,592-55.3% | $5,124-25.0% |