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 | $85,566 | $49,657+72.3% | $93,063-8.1% | $67,986+25.9% |
| Participation rate | 61.1% | 49.9%+11.1pp | 72.1%-11.1pp | 57.2%+3.9pp |
| Annual return | 17.91% | 26.27%-8.4pp | 34.15%-16.2pp | 31.67%-13.8pp |
| Employer contribution / active EE | $1,945 | $1,279+52.2% | $2,476-21.4% | $2,019-3.6% |
| Participant deferral / active EE | $3,917 | $2,484+57.7% | $3,958-1.0% | $3,358+16.7% |
| Admin fee / account holder | $7,620 | $2,843+168.1% | $6,033+26.3% | $3,203+137.9% |