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 | $110,186 | $65,365+68.6% | $92,893+18.6% | $72,985+51.0% |
| Participation rate | 68.9% | 68.3%+0.6pp | 76.0%-7.1pp | 69.5%-0.6pp |
| Annual return | 21.63% | 42.10%-20.5pp | 109.41%-87.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $3,501 | $2,594+35.0% | $3,653-4.2% | $2,440+43.5% |
| Participant deferral / active EE | $2,512 | $3,128-19.7% | $4,236-40.7% | $3,607-30.4% |
| Admin fee / account holder | $20,969 | $4,251+393.2% | $5,794+261.9% | $5,124+309.2% |