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 | $75,509 | $53,777+40.4% | $134,143-43.7% | $79,858-5.4% |
| Participation rate | 69.7% | 58.8%+10.9pp | 72.2%-2.5pp | 69.6%+0.1pp |
| Annual return | 12.15% | 19.01%-6.9pp | 36.33%-24.2pp | 31.71%-19.6pp |
| Employer contribution / active EE | $3,113 | $1,321+135.6% | $3,704-15.9% | $2,471+26.0% |
| Participant deferral / active EE | $6,505 | $2,420+168.8% | $3,499+85.9% | $3,740+73.9% |
| Admin fee / account holder | $7,461 | $3,984+87.3% | $6,684+11.6% | $5,306+40.6% |