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 | $78,319 | $71,050+10.2% | $93,606-16.3% | $80,856-3.1% |
| Participation rate | 65.1% | 60.4%+4.7pp | 68.7%-3.6pp | 67.6%-2.5pp |
| Annual return | 13.79% | 11.26%+2.5pp | 133.20%-119.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,181 | $1,564+39.4% | $2,420-9.9% | $2,755-20.8% |
| Participant deferral / active EE | $4,010 | $4,034-0.6% | $4,411-9.1% | $4,296-6.6% |
| Admin fee / account holder | $1,508 | $6,945-78.3% | $8,285-81.8% | $6,918-78.2% |