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 | $64,175 | $48,076+33.5% | $78,689-18.4% | $62,891+2.0% |
| Participation rate | 63.0% | 65.2%-2.2pp | 73.6%-10.6pp | 69.3%-6.3pp |
| Annual return | 8.48% | 31.35%-22.9pp | 62.18%-53.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,188 | $2,015+58.3% | $2,851+11.9% | $2,281+39.8% |
| Participant deferral / active EE | $4,552 | $2,588+75.9% | $3,517+29.4% | $3,203+42.1% |
| Admin fee / account holder | $742 | $3,207-76.9% | $4,510-83.5% | $4,296-82.7% |