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 | $124,045 | $89,753+38.2% | $107,525+15.4% | $84,808+46.3% |
| Participation rate | 64.7% | 68.1%-3.4pp | 75.1%-10.4pp | 68.3%-3.6pp |
| Annual return | 19.88% | 29.48%-9.6pp | 181.32%-161.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $3,163 | $3,113+1.6% | $3,754-15.7% | $2,631+20.2% |
| Participant deferral / active EE | $6,911 | $4,056+70.4% | $5,116+35.1% | $4,212+64.1% |
| Admin fee / account holder | $1,803 | $7,222-75.0% | $8,919-79.8% | $7,344-75.5% |