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 | $111,821 | $86,929+28.6% | $102,423+9.2% | $80,856+38.3% |
| Participation rate | 65.1% | 72.4%-7.3pp | 76.5%-11.4pp | 67.6%-2.5pp |
| Annual return | 22.31% | 18.88%+3.4pp | 29.32%-7.0pp | 35.59%-13.3pp |
| Employer contribution / active EE | $1,436 | $2,369-39.4% | $3,023-52.5% | $2,755-47.9% |
| Participant deferral / active EE | $4,049 | $4,118-1.7% | $5,053-19.9% | $4,296-5.7% |
| Admin fee / account holder | $13,828 | $8,049+71.8% | $9,451+46.3% | $6,918+99.9% |