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 | $91,501 | $80,968+13.0% | $96,544-5.2% | $75,163+21.7% |
| Participation rate | 50.0% | 71.8%-21.8pp | 76.0%-26.0pp | 67.2%-17.2pp |
| Annual return | 21.79% | 27.06%-5.3pp | 25.84%-4.0pp | 160.62%-138.8pp |
| Employer contribution / active EE | $2,771 | $2,282+21.4% | $2,965-6.5% | $2,670+3.8% |
| Participant deferral / active EE | $6,074 | $3,928+54.6% | $4,851+25.2% | $4,125+47.2% |
| Admin fee / account holder | $924 | $6,724-86.3% | $8,252-88.8% | $5,651-83.7% |