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 | $142,444 | $71,050+100.5% | $93,606+52.2% | $80,856+76.2% |
| Participation rate | 61.7% | 60.4%+1.3pp | 68.7%-7.0pp | 67.6%-5.9pp |
| Annual return | 16.24% | 11.26%+5.0pp | 133.20%-117.0pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,594 | $1,564+1.9% | $2,420-34.1% | $2,755-42.1% |
| Participant deferral / active EE | $4,475 | $4,034+10.9% | $4,411+1.4% | $4,296+4.2% |
| Admin fee / account holder | $15,183 | $6,945+118.6% | $8,285+83.3% | $6,918+119.5% |