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 | $76,244 | $95,803-20.4% | $113,168-32.6% | $84,808-10.1% |
| Participation rate | 66.7% | 72.9%-6.2pp | 76.6%-9.9pp | 68.3%-1.6pp |
| Annual return | 28.24% | 25.00%+3.2pp | 24.27%+4.0pp | 40.90%-12.7pp |
| Employer contribution / active EE | $4,612 | $2,360+95.4% | $2,975+55.0% | $2,631+75.3% |
| Participant deferral / active EE | $10,269 | $4,242+142.1% | $5,107+101.1% | $4,212+143.8% |
| Admin fee / account holder | $21,206 | $8,989+135.9% | $12,068+75.7% | $7,344+188.8% |