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 | $81,887 | $55,371+47.9% | $95,585-14.3% | $74,304+10.2% |
| Participation rate | 66.3% | 53.8%+12.5pp | 72.1%-5.8pp | 60.3%+5.9pp |
| Annual return | 14.58% | 24.26%-9.7pp | 38.56%-24.0pp | 29.43%-14.9pp |
| Employer contribution / active EE | $2,336 | $1,437+62.5% | $2,527-7.5% | $2,241+4.2% |
| Participant deferral / active EE | $4,626 | $2,955+56.5% | $4,023+15.0% | $3,767+22.8% |
| Admin fee / account holder | $2,985 | $2,620+13.9% | $6,127-51.3% | $2,969+0.6% |