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 | $105,325 | $86,944+21.1% | $107,525-2.0% | $74,304+41.7% |
| Participation rate | 62.0% | 59.6%+2.4pp | 75.1%-13.1pp | 60.3%+1.7pp |
| Annual return | 26.87% | 23.52%+3.4pp | 181.32%-154.4pp | 29.43%-2.6pp |
| Employer contribution / active EE | $2,787 | $2,757+1.1% | $3,754-25.7% | $2,241+24.4% |
| Participant deferral / active EE | $5,762 | $3,554+62.1% | $5,116+12.6% | $3,767+52.9% |
| Admin fee / account holder | $2,124 | $3,727-43.0% | $8,919-76.2% | $2,969-28.5% |