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 | $91,377 | $68,719+33.0% | $91,541-0.2% | $84,808+7.7% |
| Participation rate | 61.4% | 64.5%-3.1pp | 69.8%-8.3pp | 68.3%-6.9pp |
| Annual return | 15.70% | 19.12%-3.4pp | 20.50%-4.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,295 | $1,920+19.6% | $2,505-8.3% | $2,631-12.8% |
| Participant deferral / active EE | $4,345 | $3,136+38.6% | $4,008+8.4% | $4,212+3.2% |
| Admin fee / account holder | $7,052 | $5,786+21.9% | $6,956+1.4% | $7,344-4.0% |