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 | $91,357 | $74,927+21.9% | $101,794-10.3% | $84,808+7.7% |
| Participation rate | 67.6% | 61.4%+6.2pp | 69.2%-1.5pp | 68.3%-0.7pp |
| Annual return | 16.94% | 18.70%-1.8pp | 30.53%-13.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,397 | $1,522+57.5% | $2,289+4.7% | $2,631-8.9% |
| Participant deferral / active EE | $4,219 | $3,099+36.1% | $4,084+3.3% | $4,212+0.2% |
| Admin fee / account holder | $1,575 | $6,514-75.8% | $8,777-82.1% | $7,344-78.6% |