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 | $71,815 | $57,541+24.8% | $95,745-25.0% | $75,163-4.5% |
| Participation rate | 67.8% | 62.5%+5.3pp | 72.3%-4.5pp | 67.2%+0.6pp |
| Annual return | 15.30% | 34.93%-19.6pp | 28.35%-13.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,711 | $1,808-5.3% | $2,835-39.6% | $2,670-35.9% |
| Participant deferral / active EE | $4,243 | $3,074+38.0% | $4,2450% | $4,125+2.9% |
| Admin fee / account holder | $1,458 | $4,099-64.4% | $5,678-74.3% | $5,651-74.2% |