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 | $81,389 | $65,365+24.5% | $92,893-12.4% | $72,985+11.5% |
| Participation rate | 68.0% | 68.3%-0.3pp | 76.0%-8.0pp | 69.5%-1.5pp |
| Annual return | 19.86% | 42.10%-22.2pp | 109.41%-89.6pp | 81.00%-61.1pp |
| Employer contribution / active EE | $3,175 | $2,594+22.4% | $3,653-13.1% | $2,440+30.1% |
| Participant deferral / active EE | $6,840 | $3,128+118.7% | $4,236+61.5% | $3,607+89.6% |
| Admin fee / account holder | $6,226 | $4,251+46.4% | $5,794+7.5% | $5,124+21.5% |