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 | $113,845 | $65,365+74.2% | $92,893+22.6% | $72,985+56.0% |
| Participation rate | 69.7% | 68.3%+1.4pp | 76.0%-6.3pp | 69.5%+0.3pp |
| Annual return | 19.70% | 42.10%-22.4pp | 109.41%-89.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,791 | $2,594-31.0% | $3,653-51.0% | $2,440-26.6% |
| Participant deferral / active EE | $4,014 | $3,128+28.3% | $4,236-5.2% | $3,607+11.3% |
| Admin fee / account holder | $4,590 | $4,251+8.0% | $5,794-20.8% | $5,124-10.4% |