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 | $109,413-8.9% | $156,263-36.2% | $84,808+17.5% |
| Participation rate | 68.9% | 72.7%-3.8pp | 78.9%-10.0pp | 68.3%+0.6pp |
| Annual return | 30.64% | 20.18%+10.5pp | 59.47%-28.8pp | 40.90%-10.3pp |
| Employer contribution / active EE | $3,498 | $2,907+20.3% | $4,333-19.3% | $2,631+33.0% |
| Participant deferral / active EE | $7,172 | $4,590+56.3% | $6,158+16.5% | $4,212+70.3% |
| Admin fee / account holder | $758 | $9,357-91.9% | $14,255-94.7% | $7,344-89.7% |