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 | $99,253 | $84,556+17.4% | $116,228-14.6% | $74,304+33.6% |
| Participation rate | 65.7% | 66.0%-0.3pp | 74.6%-8.8pp | 60.3%+5.4pp |
| Annual return | 16.24% | 18.35%-2.1pp | 90.06%-73.8pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,427 | $2,168+12.0% | $2,994-19.0% | $2,241+8.3% |
| Participant deferral / active EE | $4,397 | $3,814+15.3% | $4,953-11.2% | $3,767+16.7% |
| Admin fee / account holder | $3,891 | $3,792+2.6% | $11,989-67.5% | $2,969+31.1% |