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 | $93,445 | $76,552+22.1% | $123,892-24.6% | $62,891+48.6% |
| Participation rate | 56.7% | 73.0%-16.3pp | 81.4%-24.7pp | 69.3%-12.6pp |
| Annual return | 9.58% | 18.68%-9.1pp | 47.52%-37.9pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,979 | $2,883+3.4% | $4,617-35.5% | $2,281+30.6% |
| Participant deferral / active EE | $6,616 | $4,840+36.7% | $5,984+10.6% | $3,203+106.6% |
| Admin fee / account holder | $5,869 | $4,826+21.6% | $8,357-29.8% | $4,296+36.6% |