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 | $115,164 | $57,828+99.2% | $117,039-1.6% | $70,131+64.2% |
| Participation rate | 60.2% | 67.1%-6.9pp | 77.2%-17.0pp | 69.5%-9.3pp |
| Annual return | 22.09% | 17.55%+4.5pp | 18.95%+3.1pp | 73.14%-51.0pp |
| Employer contribution / active EE | $2,220 | $1,816+22.3% | $3,785-41.3% | $2,342-5.2% |
| Participant deferral / active EE | $4,044 | $2,438+65.9% | $3,929+2.9% | $3,332+21.4% |
| Admin fee / account holder | $3,537 | $3,548-0.3% | $5,974-40.8% | $4,645-23.9% |