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 | $80,983 | $71,057+14.0% | $93,654-13.5% | $80,874+0.1% |
| Participation rate | 65.2% | 60.4%+4.7pp | 68.7%-3.6pp | 67.6%-2.5pp |
| Annual return | 14.07% | 11.26%+2.8pp | 133.34%-119.3pp | 35.62%-21.6pp |
| Employer contribution / active EE | $2,050 | $1,564+31.1% | $2,421-15.3% | $2,756-25.6% |
| Participant deferral / active EE | $4,139 | $4,034+2.6% | $4,413-6.2% | $4,297-3.7% |
| Admin fee / account holder | $3,171 | $6,944-54.3% | $8,282-61.7% | $6,935-54.3% |