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 | $88,051 | $66,098+33.2% | $101,794-13.5% | $74,304+18.5% |
| Participation rate | 54.1% | 53.8%+0.3pp | 69.2%-15.1pp | 60.3%-6.3pp |
| Annual return | 16.90% | 19.59%-2.7pp | 30.53%-13.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,890 | $1,082+74.7% | $2,289-17.4% | $2,241-15.7% |
| Participant deferral / active EE | $4,551 | $2,781+63.6% | $4,084+11.4% | $3,767+20.8% |
| Admin fee / account holder | $1,957 | $4,146-52.8% | $8,777-77.7% | $2,969-34.1% |