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 | $119,104 | $76,552+55.6% | $123,892-3.9% | $62,891+89.4% |
| Participation rate | 59.4% | 73.0%-13.6pp | 81.4%-22.0pp | 69.3%-9.9pp |
| Annual return | 6.17% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,520 | $2,883-12.6% | $4,617-45.4% | $2,281+10.5% |
| Participant deferral / active EE | $5,671 | $4,840+17.2% | $5,984-5.2% | $3,203+77.1% |
| Admin fee / account holder | $5,909 | $4,826+22.5% | $8,357-29.3% | $4,296+37.6% |