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 | $88,852 | $60,349+47.2% | $74,183+19.8% | $62,891+41.3% |
| Participation rate | 69.0% | 72.7%-3.8pp | 76.6%-7.7pp | 69.3%-0.3pp |
| Annual return | 6.89% | 21.37%-14.5pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,014 | $1,680+79.4% | $2,370+27.2% | $2,281+32.1% |
| Participant deferral / active EE | $4,715 | $2,856+65.1% | $3,550+32.8% | $3,203+47.2% |
| Admin fee / account holder | $7,304 | $4,261+71.4% | $5,586+30.8% | $4,296+70.0% |