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 | $84,945 | $58,627+44.9% | $76,735+10.7% | $82,448+3.0% |
| Participation rate | 68.4% | 63.2%+5.2pp | 69.5%-1.1pp | 68.1%+0.4pp |
| Annual return | 13.27% | 39.10%-25.8pp | 29.77%-16.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,055 | $1,729+18.8% | $2,454-16.3% | $2,551-19.5% |
| Participant deferral / active EE | $4,524 | $3,134+44.4% | $4,088+10.7% | $4,139+9.3% |
| Admin fee / account holder | $3,856 | $5,323-27.5% | $7,189-46.4% | $7,234-46.7% |