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 | $99,445 | $72,012+38.1% | $185,823-46.5% | $79,858+24.5% |
| Participation rate | 65.2% | 65.8%-0.5pp | 78.0%-12.8pp | 69.6%-4.4pp |
| Annual return | 14.58% | 23.12%-8.5pp | 35.95%-21.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,829 | $1,965+44.0% | $4,087-30.8% | $2,471+14.5% |
| Participant deferral / active EE | $7,162 | $3,779+89.5% | $5,632+27.2% | $3,740+91.5% |
| Admin fee / account holder | $6,826 | $4,513+51.3% | $9,500-28.1% | $5,306+28.6% |