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 | $84,682 | $71,050+19.2% | $93,606-9.5% | $80,856+4.7% |
| Participation rate | 65.0% | 60.4%+4.6pp | 68.7%-3.7pp | 67.6%-2.6pp |
| Annual return | 17.14% | 11.26%+5.9pp | 133.20%-116.1pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,343 | $1,564-14.1% | $2,420-44.5% | $2,755-51.2% |
| Participant deferral / active EE | $3,105 | $4,034-23.0% | $4,411-29.6% | $4,296-27.7% |
| Admin fee / account holder | $12,981 | $6,945+86.9% | $8,285+56.7% | $6,918+87.6% |