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 | $88,360+10.6% | $145,433-32.8% | $67,986+43.8% |
| Participation rate | 48.3% | 65.5%-17.2pp | 82.1%-33.8pp | 57.2%-8.9pp |
| Annual return | 57.74% | 63.15%-5.4pp | 66.58%-8.8pp | 31.67%+26.1pp |
| Employer contribution / active EE | $2,340 | $3,054-23.4% | $4,554-48.6% | $2,019+15.9% |
| Participant deferral / active EE | $6,252 | $5,932+5.4% | $7,897-20.8% | $3,358+86.2% |
| Admin fee / account holder | $4,584 | $3,313+38.4% | $13,129-65.1% | $3,203+43.1% |