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 | $88,693 | $65,041+36.4% | $90,951-2.5% | $79,858+11.1% |
| Participation rate | 68.4% | 61.6%+6.8pp | 69.0%-0.6pp | 69.6%-1.2pp |
| Annual return | 19.67% | 30.45%-10.8pp | 134.60%-114.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,386 | $1,247+11.1% | $2,122-34.7% | $2,471-43.9% |
| Participant deferral / active EE | $3,282 | $2,512+30.7% | $3,373-2.7% | $3,740-12.2% |
| Admin fee / account holder | $3,636 | $4,536-19.8% | $5,959-39.0% | $5,306-31.5% |