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 | $94,471 | $64,517+46.4% | $81,438+16.0% | $80,874+16.8% |
| Participation rate | 65.8% | 63.9%+1.9pp | 69.5%-3.7pp | 67.6%-1.9pp |
| Annual return | 16.65% | 16.35%+0.3pp | 24.74%-8.1pp | 35.62%-19.0pp |
| Employer contribution / active EE | $2,747 | $1,982+38.6% | $2,460+11.6% | $2,756-0.3% |
| Participant deferral / active EE | $12,093 | $3,096+290.6% | $3,883+211.4% | $4,297+181.4% |
| Admin fee / account holder | $78,552 | $5,677+1283.6% | $5,764+1262.9% | $6,935+1032.7% |