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 | $80,893 | $89,355-9.5% | $141,162-42.7% | $72,985+10.8% |
| Participation rate | 64.3% | 75.1%-10.8pp | 82.5%-18.2pp | 69.5%-5.2pp |
| Annual return | 31.65% | 111.85%-80.2pp | 71.39%-39.7pp | 81.00%-49.4pp |
| Employer contribution / active EE | $2,777 | $3,114-10.8% | $4,735-41.4% | $2,440+13.8% |
| Participant deferral / active EE | $6,459 | $5,418+19.2% | $6,709-3.7% | $3,607+79.1% |
| Admin fee / account holder | $7,480 | $5,958+25.5% | $10,261-27.1% | $5,124+46.0% |