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 | $111,922 | $68,573+63.2% | $120,368-7.0% | $80,874+38.4% |
| Participation rate | 66.7% | 61.6%+5.1pp | 71.9%-5.2pp | 67.6%-1.0pp |
| Annual return | 14.40% | 23.61%-9.2pp | 107.26%-92.9pp | 35.62%-21.2pp |
| Employer contribution / active EE | $3,225 | $2,052+57.2% | $3,465-6.9% | $2,756+17.0% |
| Participant deferral / active EE | $6,692 | $3,174+110.8% | $4,991+34.1% | $4,297+55.7% |
| Admin fee / account holder | $3,710 | $5,734-35.3% | $9,429-60.6% | $6,935-46.5% |