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 | $108,640 | $96,484+12.6% | $156,263-30.5% | $74,304+46.2% |
| Participation rate | 63.2% | 67.7%-4.5pp | 78.9%-15.7pp | 60.3%+2.8pp |
| Annual return | 18.52% | 17.73%+0.8pp | 59.47%-40.9pp | 29.43%-10.9pp |
| Employer contribution / active EE | $2,866 | $2,528+13.4% | $4,333-33.9% | $2,241+27.9% |
| Participant deferral / active EE | $7,092 | $4,286+65.5% | $6,158+15.2% | $3,767+88.3% |
| Admin fee / account holder | $17,426 | $3,728+367.5% | $14,255+22.2% | $2,969+487.0% |