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 | $87,444 | $71,050+23.1% | $93,606-6.6% | $80,856+8.1% |
| Participation rate | 64.3% | 60.4%+3.9pp | 68.7%-4.4pp | 67.6%-3.4pp |
| Annual return | 12.76% | 11.26%+1.5pp | 133.20%-120.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $671 | $1,564-57.1% | $2,420-72.3% | $2,755-75.6% |
| Participant deferral / active EE | $6,710 | $4,034+66.3% | $4,411+52.1% | $4,296+56.2% |
| Admin fee / account holder | $8,133 | $6,945+17.1% | $8,285-1.8% | $6,918+17.6% |