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 | $91,149 | $65,041+40.1% | $90,951+0.2% | $79,858+14.1% |
| Participation rate | 62.8% | 61.6%+1.2pp | 69.0%-6.2pp | 69.6%-6.8pp |
| Annual return | 16.15% | 30.45%-14.3pp | 134.60%-118.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,226 | $1,247-1.7% | $2,122-42.2% | $2,471-50.4% |
| Participant deferral / active EE | $3,878 | $2,512+54.4% | $3,373+15.0% | $3,740+3.7% |
| Admin fee / account holder | $3,045 | $4,536-32.9% | $5,959-48.9% | $5,306-42.6% |