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 | $84,026 | $64,517+30.2% | $81,438+3.2% | $80,874+3.9% |
| Participation rate | 54.2% | 63.9%-9.7pp | 69.5%-15.3pp | 67.6%-13.5pp |
| Annual return | 10.99% | 16.35%-5.4pp | 24.74%-13.8pp | 35.62%-24.6pp |
| Employer contribution / active EE | $1,564 | $1,982-21.1% | $2,460-36.4% | $2,756-43.2% |
| Participant deferral / active EE | $3,527 | $3,096+13.9% | $3,883-9.2% | $4,297-17.9% |
| Admin fee / account holder | $8,102 | $5,677+42.7% | $5,764+40.6% | $6,935+16.8% |