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 | $87,558 | $72,277+21.1% | $101,248-13.5% | $79,858+9.6% |
| Participation rate | 66.2% | 68.5%-2.3pp | 75.8%-9.6pp | 69.6%-3.5pp |
| Annual return | 24.10% | 22.30%+1.8pp | 46.47%-22.4pp | 31.71%-7.6pp |
| Employer contribution / active EE | $4,282 | $2,692+59.1% | $3,660+17.0% | $2,471+73.3% |
| Participant deferral / active EE | $8,642 | $3,282+163.3% | $4,370+97.7% | $3,740+131.1% |
| Admin fee / account holder | $10,656 | $4,400+142.2% | $5,945+79.2% | $5,306+100.8% |