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 | $65,561+59.1% | $91,541+14.0% | $74,304+40.4% |
| Participation rate | 68.2% | 56.6%+11.6pp | 69.8%-1.6pp | 60.3%+7.9pp |
| Annual return | 15.54% | 17.68%-2.1pp | 20.50%-5.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,921 | $1,717+11.9% | $2,505-23.3% | $2,241-14.3% |
| Participant deferral / active EE | $3,778 | $2,918+29.5% | $4,008-5.7% | $3,767+0.3% |
| Admin fee / account holder | $4,620 | $3,333+38.6% | $6,956-33.6% | $2,969+55.6% |