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 | $121,662 | $76,552+58.9% | $123,892-1.8% | $62,891+93.4% |
| Participation rate | 68.4% | 73.0%-4.6pp | 81.4%-13.0pp | 69.3%-0.9pp |
| Annual return | 6.83% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,454 | $2,883-49.6% | $4,617-68.5% | $2,281-36.3% |
| Participant deferral / active EE | $4,308 | $4,840-11.0% | $5,984-28.0% | $3,203+34.5% |
| Admin fee / account holder | $564 | $4,826-88.3% | $8,357-93.3% | $4,296-86.9% |