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 | $102,696 | $76,552+34.2% | $123,892-17.1% | $62,891+63.3% |
| Participation rate | 69.7% | 73.0%-3.2pp | 81.4%-11.7pp | 69.3%+0.4pp |
| Annual return | 7.62% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,825 | $2,883-36.7% | $4,617-60.5% | $2,281-20.0% |
| Participant deferral / active EE | $7,367 | $4,840+52.2% | $5,984+23.1% | $3,203+130.0% |
| Admin fee / account holder | $11,119 | $4,826+130.4% | $8,357+33.1% | $4,296+158.9% |