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 | $109,921 | $89,753+22.5% | $107,525+2.2% | $84,808+29.6% |
| Participation rate | 68.2% | 68.1%+0.1pp | 75.1%-6.9pp | 68.3%-0.1pp |
| Annual return | 12.93% | 29.48%-16.6pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,949 | $3,113-37.4% | $3,754-48.1% | $2,631-25.9% |
| Participant deferral / active EE | $4,414 | $4,056+8.8% | $5,116-13.7% | $4,212+4.8% |
| Admin fee / account holder | $10,058 | $7,222+39.3% | $8,919+12.8% | $7,344+37.0% |