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 | $45,303 | $48,076-5.8% | $78,689-42.4% | $62,891-28.0% |
| Participation rate | 68.4% | 65.2%+3.2pp | 73.6%-5.1pp | 69.3%-0.9pp |
| Annual return | 10.91% | 31.35%-20.4pp | 62.18%-51.3pp | 20.14%-9.2pp |
| Employer contribution / active EE | $4,697 | $2,015+133.1% | $2,851+64.8% | $2,281+105.9% |
| Participant deferral / active EE | $3,628 | $2,588+40.2% | $3,517+3.2% | $3,203+13.3% |
| Admin fee / account holder | $1,663 | $3,207-48.2% | $4,510-63.1% | $4,296-61.3% |