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 | $85,790 | $68,719+24.8% | $91,541-6.3% | $84,808+1.2% |
| Participation rate | 69.9% | 64.5%+5.4pp | 69.8%+0.1pp | 68.3%+1.6pp |
| Annual return | 14.24% | 19.12%-4.9pp | 20.50%-6.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,751 | $1,920+43.3% | $2,505+9.8% | $2,631+4.6% |
| Participant deferral / active EE | $5,288 | $3,136+68.6% | $4,008+31.9% | $4,212+25.6% |
| Admin fee / account holder | $14,672 | $5,786+153.6% | $6,956+110.9% | $7,344+99.8% |