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 | $95,064 | $78,672+20.8% | $109,143-12.9% | $85,850+10.7% |
| Participation rate | 61.1% | 68.3%-7.2pp | 75.9%-14.8pp | 69.3%-8.2pp |
| Annual return | 15.18% | 25.09%-9.9pp | 25.75%-10.6pp | 318.53%-303.3pp |
| Employer contribution / active EE | $2,931 | $2,735+7.2% | $3,722-21.3% | $2,565+14.2% |
| Participant deferral / active EE | $6,613 | $3,467+90.7% | $4,653+42.1% | $3,952+67.3% |
| Admin fee / account holder | $14,154 | $5,469+158.8% | $6,752+109.6% | $6,260+126.1% |