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 | $95,021 | $78,926+20.4% | $136,749-30.5% | $84,808+12.0% |
| Participation rate | 68.1% | 62.2%+5.9pp | 72.1%-4.1pp | 68.3%-0.3pp |
| Annual return | 13.28% | 18.17%-4.9pp | 24.33%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,187 | $2,134+96.2% | $3,400+23.2% | $2,631+59.1% |
| Participant deferral / active EE | $3,119 | $3,168-1.6% | $4,692-33.5% | $4,212-25.9% |
| Admin fee / account holder | $23,217 | $6,369+264.5% | $11,386+103.9% | $7,344+216.1% |