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 | $87,948 | $54,762+60.6% | $90,281-2.6% | $72,985+20.5% |
| Participation rate | 67.6% | 65.1%+2.4pp | 73.3%-5.7pp | 69.5%-1.9pp |
| Annual return | 21.31% | 30.63%-9.3pp | 78.10%-56.8pp | 81.00%-59.7pp |
| Employer contribution / active EE | $6,136 | $2,092+193.3% | $2,854+115.0% | $2,440+151.5% |
| Participant deferral / active EE | $6,499 | $2,887+125.1% | $3,885+67.3% | $3,607+80.1% |
| Admin fee / account holder | $11,352 | $3,972+185.8% | $5,351+112.1% | $5,124+121.5% |