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 | $75,980 | $49,025+55.0% | $87,507-13.2% | $62,891+20.8% |
| Participation rate | 52.8% | 64.9%-12.1pp | 73.8%-21.1pp | 69.3%-16.5pp |
| Annual return | 5.88% | 10.02%-4.1pp | 12.21%-6.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,464 | $1,372+79.6% | $2,550-3.4% | $2,281+8.0% |
| Participant deferral / active EE | $3,810 | $2,289+66.4% | $3,149+21.0% | $3,203+19.0% |
| Admin fee / account holder | $7,893 | $4,065+94.2% | $4,221+87.0% | $4,296+83.7% |