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 | $87,085 | $81,248+7.2% | $155,509-44.0% | $80,856+7.7% |
| Participation rate | 60.7% | 66.2%-5.5pp | 78.2%-17.5pp | 67.6%-6.9pp |
| Annual return | 13.51% | 33.31%-19.8pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $7,129 | $3,100+129.9% | $4,672+52.6% | $2,755+158.8% |
| Participant deferral / active EE | $8,666 | $3,452+151.1% | $5,626+54.0% | $4,296+101.7% |
| Admin fee / account holder | $19,452 | $7,997+143.2% | $15,912+22.3% | $6,918+181.2% |