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 | $114,169 | $65,365+74.7% | $92,893+22.9% | $72,985+56.4% |
| Participation rate | 69.3% | 68.3%+1.0pp | 76.0%-6.7pp | 69.5%-0.2pp |
| Annual return | 20.10% | 42.10%-22.0pp | 109.41%-89.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,961 | $2,594-24.4% | $3,653-46.3% | $2,440-19.6% |
| Participant deferral / active EE | $3,070 | $3,128-1.9% | $4,236-27.5% | $3,607-14.9% |
| Admin fee / account holder | $7,874 | $4,251+85.2% | $5,794+35.9% | $5,124+53.7% |