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 | $84,951 | $83,477+1.8% | $125,175-32.1% | $72,985+16.4% |
| Participation rate | 69.7% | 73.3%-3.6pp | 79.8%-10.1pp | 69.5%+0.2pp |
| Annual return | 21.64% | 25.78%-4.1pp | 43.79%-22.1pp | 81.00%-59.4pp |
| Employer contribution / active EE | $3,927 | $2,345+67.4% | $3,865+1.6% | $2,440+60.9% |
| Participant deferral / active EE | $6,177 | $3,585+72.3% | $4,937+25.1% | $3,607+71.2% |
| Admin fee / account holder | $41,154 | $5,517+645.9% | $9,702+324.2% | $5,124+703.1% |