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 | $95,890 | $65,041+47.4% | $90,951+5.4% | $79,858+20.1% |
| Participation rate | 69.0% | 61.6%+7.4pp | 69.0%0pp | 69.6%-0.6pp |
| Annual return | 12.57% | 30.45%-17.9pp | 134.60%-122.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,569 | $1,247+25.8% | $2,122-26.1% | $2,471-36.5% |
| Participant deferral / active EE | $4,229 | $2,512+68.3% | $3,373+25.4% | $3,740+13.1% |
| Admin fee / account holder | $3,808 | $4,536-16.1% | $5,959-36.1% | $5,306-28.2% |