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 | $91,406 | $58,828+55.4% | $77,999+17.2% | $62,891+45.3% |
| Participation rate | 69.8% | 71.1%-1.2pp | 75.5%-5.7pp | 69.3%+0.5pp |
| Annual return | 7.68% | 17.16%-9.5pp | 425.96%-418.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,544 | $1,672+52.2% | $2,470+3.0% | $2,281+11.5% |
| Participant deferral / active EE | $7,574 | $2,686+182.0% | $3,497+116.6% | $3,203+136.5% |
| Admin fee / account holder | $4,092 | $4,393-6.9% | $5,480-25.3% | $4,296-4.7% |