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 | $145,659 | $78,672+85.1% | $109,143+33.5% | $85,850+69.7% |
| Participation rate | 64.7% | 68.3%-3.6pp | 75.9%-11.2pp | 69.3%-4.6pp |
| Annual return | 35.11% | 25.09%+10.0pp | 25.75%+9.4pp | 318.53%-283.4pp |
| Employer contribution / active EE | $2,936 | $2,735+7.4% | $3,722-21.1% | $2,565+14.5% |
| Participant deferral / active EE | $5,595 | $3,467+61.4% | $4,653+20.2% | $3,952+41.6% |
| Admin fee / account holder | $10,842 | $5,469+98.2% | $6,752+60.6% | $6,260+73.2% |