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 | $96,858 | $88,360+9.6% | $145,433-33.4% | $67,986+42.5% |
| Participation rate | 61.9% | 65.5%-3.6pp | 82.1%-20.3pp | 57.2%+4.7pp |
| Annual return | 14.85% | 63.15%-48.3pp | 66.58%-51.7pp | 31.67%-16.8pp |
| Employer contribution / active EE | $2,186 | $3,054-28.4% | $4,554-52.0% | $2,019+8.3% |
| Participant deferral / active EE | $4,584 | $5,932-22.7% | $7,897-42.0% | $3,358+36.5% |
| Admin fee / account holder | $8,836 | $3,313+166.7% | $13,129-32.7% | $3,203+175.8% |