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 | $85,448 | $71,050+20.3% | $93,606-8.7% | $80,856+5.7% |
| Participation rate | 55.6% | 60.4%-4.9pp | 68.7%-13.2pp | 67.6%-12.1pp |
| Annual return | 13.75% | 11.26%+2.5pp | 133.20%-119.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,176 | $1,564+39.2% | $2,420-10.1% | $2,755-21.0% |
| Participant deferral / active EE | $3,915 | $4,034-2.9% | $4,411-11.2% | $4,296-8.9% |
| Admin fee / account holder | $1,136 | $6,945-83.6% | $8,285-86.3% | $6,918-83.6% |