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 | $111,454 | $96,484+15.5% | $156,263-28.7% | $74,304+50.0% |
| Participation rate | 64.2% | 67.7%-3.5pp | 78.9%-14.7pp | 60.3%+3.8pp |
| Annual return | 19.58% | 17.73%+1.8pp | 59.47%-39.9pp | 29.43%-9.9pp |
| Employer contribution / active EE | $1,706 | $2,528-32.5% | $4,333-60.6% | $2,241-23.9% |
| Participant deferral / active EE | $3,554 | $4,286-17.1% | $6,158-42.3% | $3,767-5.7% |
| Admin fee / account holder | $3,862 | $3,728+3.6% | $14,255-72.9% | $2,969+30.1% |