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 | $89,890 | $64,839+38.6% | $95,585-6.0% | $84,808+6.0% |
| Participation rate | 68.9% | 63.8%+5.1pp | 72.1%-3.2pp | 68.3%+0.6pp |
| Annual return | 14.75% | -670.96%+685.7pp | 38.56%-23.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,924 | $1,759+9.4% | $2,527-23.8% | $2,631-26.9% |
| Participant deferral / active EE | $2,821 | $2,965-4.9% | $4,023-29.9% | $4,212-33.0% |
| Admin fee / account holder | $3,100 | $5,964-48.0% | $6,127-49.4% | $7,344-57.8% |