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 | $111,454 | $91,760+21.5% | $156,181-28.6% | $67,986+63.9% |
| Participation rate | 64.2% | 65.0%-0.8pp | 78.8%-14.7pp | 57.2%+7.0pp |
| Annual return | 19.58% | 18.14%+1.4pp | 64.87%-45.3pp | 31.67%-12.1pp |
| Employer contribution / active EE | $1,706 | $2,419-29.5% | $4,294-60.3% | $2,019-15.5% |
| Participant deferral / active EE | $3,554 | $3,960-10.3% | $6,132-42.0% | $3,358+5.8% |
| Admin fee / account holder | $3,862 | $3,949-2.2% | $14,586-73.5% | $3,203+20.6% |