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 | $119,050 | $56,897+109.2% | $84,750+40.5% | $62,891+89.3% |
| Participation rate | 54.8% | 68.5%-13.7pp | 76.6%-21.8pp | 69.3%-14.5pp |
| Annual return | 9.81% | 6.30%+3.5pp | 22.78%-13.0pp | 20.14%-10.3pp |
| Employer contribution / active EE | $2,382 | $2,400-0.8% | $3,574-33.4% | $2,281+4.4% |
| Participant deferral / active EE | $6,510 | $2,709+140.3% | $3,712+75.4% | $3,203+103.2% |
| Admin fee / account holder | $2,199 | $3,581-38.6% | $5,332-58.8% | $4,296-48.8% |