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 | $110,713 | $78,422+41.2% | $95,952+15.4% | $79,858+38.6% |
| Participation rate | 67.3% | 73.5%-6.2pp | 77.1%-9.8pp | 69.6%-2.3pp |
| Annual return | 21.01% | 19.37%+1.6pp | 91.61%-70.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $549 | $1,945-71.8% | $2,541-78.4% | $2,471-77.8% |
| Participant deferral / active EE | $4,684 | $3,440+36.2% | $4,167+12.4% | $3,740+25.2% |
| Admin fee / account holder | $2,821 | $5,622-49.8% | $6,795-58.5% | $5,306-46.8% |