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 | $91,395 | $60,892+50.1% | $82,389+10.9% | $84,808+7.8% |
| Participation rate | 57.6% | 63.3%-5.6pp | 69.5%-11.9pp | 68.3%-10.7pp |
| Annual return | 13.91% | 37.29%-23.4pp | 28.67%-14.8pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,280 | $1,779-28.0% | $2,517-49.1% | $2,631-51.3% |
| Participant deferral / active EE | $5,580 | $3,179+75.5% | $4,155+34.3% | $4,212+32.5% |
| Admin fee / account holder | $6,066 | $5,467+10.9% | $7,231-16.1% | $7,344-17.4% |