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 | $101,595 | $78,672+29.1% | $109,143-6.9% | $85,850+18.3% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.6pp |
| Annual return | 15.72% | 25.09%-9.4pp | 25.75%-10.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $2,989 | $2,735+9.3% | $3,722-19.7% | $2,565+16.5% |
| Participant deferral / active EE | $6,384 | $3,467+84.1% | $4,653+37.2% | $3,952+61.5% |
| Admin fee / account holder | $6,722 | $5,469+22.9% | $6,752-0.4% | $6,260+7.4% |