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 | $74,181 | $65,365+13.5% | $92,893-20.1% | $72,985+1.6% |
| Participation rate | 68.4% | 68.3%+0.1pp | 76.0%-7.6pp | 69.5%-1.1pp |
| Annual return | 26.71% | 42.10%-15.4pp | 109.41%-82.7pp | 81.00%-54.3pp |
| Employer contribution / active EE | $2,093 | $2,594-19.3% | $3,653-42.7% | $2,440-14.2% |
| Participant deferral / active EE | $3,719 | $3,128+18.9% | $4,236-12.2% | $3,607+3.1% |
| Admin fee / account holder | $7,748 | $4,251+82.2% | $5,794+33.7% | $5,124+51.2% |