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 | $91,075 | $73,787+23.4% | $98,716-7.7% | $82,448+10.5% |
| Participation rate | 61.5% | 61.4%+0.1pp | 69.3%-7.8pp | 68.1%-6.5pp |
| Annual return | 17.50% | 18.57%-1.1pp | 31.81%-14.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,866 | $1,511+23.5% | $2,279-18.1% | $2,551-26.9% |
| Participant deferral / active EE | $4,633 | $3,081+50.4% | $4,048+14.5% | $4,139+11.9% |
| Admin fee / account holder | $13,909 | $6,500+114.0% | $8,703+59.8% | $7,234+92.3% |