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 | $103,929 | $86,944+19.5% | $107,525-3.3% | $74,304+39.9% |
| Participation rate | 68.1% | 59.6%+8.6pp | 75.1%-7.0pp | 60.3%+7.8pp |
| Annual return | 17.83% | 23.52%-5.7pp | 181.32%-163.5pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,910 | $2,757-30.7% | $3,754-49.1% | $2,241-14.8% |
| Participant deferral / active EE | $3,149 | $3,554-11.4% | $5,116-38.4% | $3,767-16.4% |
| Admin fee / account holder | $6,857 | $3,727+84.0% | $8,919-23.1% | $2,969+131.0% |