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 | $91,771 | $51,638+77.7% | $68,368+34.2% | $82,448+11.3% |
| Participation rate | 65.5% | 63.6%+1.9pp | 73.8%-8.2pp | 68.1%-2.6pp |
| Annual return | 19.06% | 37.53%-18.5pp | 292.57%-273.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,163 | $2,047+5.7% | $2,649-18.4% | $2,551-15.2% |
| Participant deferral / active EE | $3,406 | $2,914+16.9% | $4,123-17.4% | $4,139-17.7% |
| Admin fee / account holder | $8,168 | $4,643+75.9% | $5,150+58.6% | $7,234+12.9% |