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 | $89,961 | $60,892+47.7% | $82,389+9.2% | $84,808+6.1% |
| Participation rate | 57.5% | 63.3%-5.8pp | 69.5%-12.0pp | 68.3%-10.8pp |
| Annual return | 18.24% | 37.29%-19.1pp | 28.67%-10.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,152 | $1,779+20.9% | $2,517-14.5% | $2,631-18.2% |
| Participant deferral / active EE | $4,578 | $3,179+44.0% | $4,155+10.2% | $4,212+8.7% |
| Admin fee / account holder | $4,777 | $5,467-12.6% | $7,231-33.9% | $7,344-35.0% |