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 | $99,640 | $108,825-8.4% | $156,181-36.2% | $82,448+20.9% |
| Participation rate | 68.9% | 72.4%-3.5pp | 78.8%-9.9pp | 68.1%+0.8pp |
| Annual return | 30.64% | 20.59%+10.1pp | 64.87%-34.2pp | 41.64%-11.0pp |
| Employer contribution / active EE | $3,498 | $2,870+21.9% | $4,294-18.5% | $2,551+37.1% |
| Participant deferral / active EE | $7,172 | $4,577+56.7% | $6,132+17.0% | $4,139+73.3% |
| Admin fee / account holder | $758 | $9,341-91.9% | $14,586-94.8% | $7,234-89.5% |