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 | $76,335 | $100,923-24.4% | $150,045-49.1% | $74,304+2.7% |
| Participation rate | 67.1% | 70.1%-2.9pp | 82.3%-15.2pp | 60.3%+6.8pp |
| Annual return | 16.54% | 51.77%-35.2pp | 62.55%-46.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,702 | $3,463-22.0% | $4,693-42.4% | $2,241+20.5% |
| Participant deferral / active EE | $5,640 | $6,709-15.9% | $7,997-29.5% | $3,767+49.7% |
| Admin fee / account holder | $4,162 | $2,767+50.4% | $13,435-69.0% | $2,969+40.2% |