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 | $97,535 | $56,277+73.3% | $80,975+20.5% | $62,891+55.1% |
| Participation rate | 63.0% | 69.0%-6.0pp | 75.8%-12.9pp | 69.3%-6.3pp |
| Annual return | 11.07% | 22.12%-11.1pp | 17.10%-6.0pp | 20.14%-9.1pp |
| Employer contribution / active EE | $2,688 | $1,943+38.3% | $3,714-27.6% | $2,281+17.8% |
| Participant deferral / active EE | $5,298 | $4,195+26.3% | $5,696-7.0% | $3,203+65.4% |
| Admin fee / account holder | $927 | $3,741-75.2% | $5,516-83.2% | $4,296-78.4% |