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 | $74,427 | $65,685+13.3% | $57,179+30.2% | $273,961-72.8% |
| Participation rate | 62.5% | 78.3%-15.8pp | 75.3%-12.8pp | 83.0%-20.5pp |
| Annual return | 5.24% | 21.99%-16.7pp | 14.59%-9.3pp | 41.45%-36.2pp |
| Employer contribution / active EE | $4,296 | $3,279+31.0% | $2,682+60.2% | $4,869-11.8% |
| Participant deferral / active EE | $6,062 | $3,782+60.3% | $3,096+95.8% | $5,287+14.7% |
| Admin fee / account holder | $874 | $4,835-81.9% | $3,139-72.2% | $10,132-91.4% |