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 | $85,260 | $56,277+51.5% | $80,975+5.3% | $62,891+35.6% |
| Participation rate | 66.7% | 69.0%-2.3pp | 75.8%-9.1pp | 69.3%-2.6pp |
| Annual return | 7.54% | 22.12%-14.6pp | 17.10%-9.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,327 | $1,943+19.8% | $3,714-37.4% | $2,281+2.0% |
| Participant deferral / active EE | $4,185 | $4,195-0.2% | $5,696-26.5% | $3,203+30.7% |
| Admin fee / account holder | $416 | $3,741-88.9% | $5,516-92.5% | $4,296-90.3% |