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 | $101,678 | $63,861+59.2% | $104,607-2.8% | $79,858+27.3% |
| Participation rate | 66.7% | 64.9%+1.7pp | 74.1%-7.4pp | 69.6%-3.0pp |
| Annual return | 34.57% | 21.30%+13.3pp | 340.46%-305.9pp | 31.71%+2.9pp |
| Employer contribution / active EE | $1,554 | $1,588-2.2% | $2,681-42.0% | $2,471-37.1% |
| Participant deferral / active EE | $3,402 | $2,693+26.3% | $3,740-9.0% | $3,740-9.0% |
| Admin fee / account holder | $2,131 | $4,185-49.1% | $6,473-67.1% | $5,306-59.8% |