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 | $97,764 | $100,923-3.1% | $150,045-34.8% | $74,304+31.6% |
| Participation rate | 48.3% | 70.1%-21.8pp | 82.3%-34.0pp | 60.3%-12.1pp |
| Annual return | 57.74% | 51.77%+6.0pp | 62.55%-4.8pp | 29.43%+28.3pp |
| Employer contribution / active EE | $2,340 | $3,463-32.4% | $4,693-50.1% | $2,241+4.4% |
| Participant deferral / active EE | $6,252 | $6,709-6.8% | $7,997-21.8% | $3,767+66.0% |
| Admin fee / account holder | $4,584 | $2,767+65.7% | $13,435-65.9% | $2,969+54.4% |