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 | $81,055 | $89,753-9.7% | $107,525-24.6% | $84,808-4.4% |
| Participation rate | 69.2% | 68.1%+1.2pp | 75.1%-5.8pp | 68.3%+0.9pp |
| Annual return | 14.56% | 29.48%-14.9pp | 181.32%-166.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,823 | $3,113-9.3% | $3,754-24.8% | $2,631+7.3% |
| Participant deferral / active EE | $8,242 | $4,056+103.2% | $5,116+61.1% | $4,212+95.7% |
| Admin fee / account holder | $2,632 | $7,222-63.6% | $8,919-70.5% | $7,344-64.2% |