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 | $74,378 | $65,041+14.4% | $90,951-18.2% | $79,858-6.9% |
| Participation rate | 65.1% | 61.6%+3.5pp | 69.0%-3.9pp | 69.6%-4.5pp |
| Annual return | 10.91% | 30.45%-19.5pp | 134.60%-123.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,322 | $1,247+6.0% | $2,122-37.7% | $2,471-46.5% |
| Participant deferral / active EE | $4,457 | $2,512+77.4% | $3,373+32.2% | $3,740+19.2% |
| Admin fee / account holder | $15,245 | $4,536+236.1% | $5,959+155.9% | $5,306+187.3% |