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 | $104,317 | $63,904+63.2% | $89,340+16.8% | $67,986+53.4% |
| Participation rate | 68.2% | 54.3%+13.9pp | 69.6%-1.3pp | 57.2%+11.0pp |
| Annual return | 15.54% | 18.09%-2.6pp | 20.57%-5.0pp | 31.67%-16.1pp |
| Employer contribution / active EE | $1,921 | $1,627+18.0% | $2,231-13.9% | $2,019-4.9% |
| Participant deferral / active EE | $3,778 | $2,691+40.4% | $3,823-1.2% | $3,358+12.5% |
| Admin fee / account holder | $4,620 | $3,315+39.4% | $6,704-31.1% | $3,203+44.2% |