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 | $87,466 | $71,050+23.1% | $93,606-6.6% | $80,856+8.2% |
| Participation rate | 68.7% | 60.4%+8.3pp | 68.7%0pp | 67.6%+1.0pp |
| Annual return | 10.00% | 11.26%-1.3pp | 133.20%-123.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,023 | $1,564+29.4% | $2,420-16.4% | $2,755-26.5% |
| Participant deferral / active EE | $3,979 | $4,034-1.4% | $4,411-9.8% | $4,296-7.4% |
| Admin fee / account holder | $10,711 | $6,945+54.2% | $8,285+29.3% | $6,918+54.8% |