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 | $108,228 | $89,753+20.6% | $107,525+0.7% | $84,808+27.6% |
| Participation rate | 67.5% | 68.1%-0.5pp | 75.1%-7.5pp | 68.3%-0.8pp |
| Annual return | 15.13% | 29.48%-14.3pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,132 | $3,113+0.6% | $3,754-16.6% | $2,631+19.0% |
| Participant deferral / active EE | $5,277 | $4,056+30.1% | $5,116+3.1% | $4,212+25.3% |
| Admin fee / account holder | $1,453 | $7,222-79.9% | $8,919-83.7% | $7,344-80.2% |