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 | $90,808 | $74,927+21.2% | $101,794-10.8% | $84,808+7.1% |
| Participation rate | 69.8% | 61.4%+8.4pp | 69.2%+0.6pp | 68.3%+1.5pp |
| Annual return | 14.84% | 18.70%-3.9pp | 30.53%-15.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,138 | $1,522+40.5% | $2,289-6.6% | $2,631-18.7% |
| Participant deferral / active EE | $3,905 | $3,099+26.0% | $4,084-4.4% | $4,212-7.3% |
| Admin fee / account holder | $10,160 | $6,514+56.0% | $8,777+15.8% | $7,344+38.4% |