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 | $88,040 | $74,927+17.5% | $101,794-13.5% | $84,808+3.8% |
| Participation rate | 56.3% | 61.4%-5.2pp | 69.2%-12.9pp | 68.3%-12.1pp |
| Annual return | 20.45% | 18.70%+1.7pp | 30.53%-10.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,851 | $1,522+21.6% | $2,289-19.1% | $2,631-29.6% |
| Participant deferral / active EE | $4,763 | $3,099+53.7% | $4,084+16.6% | $4,212+13.1% |
| Admin fee / account holder | $2,308 | $6,514-64.6% | $8,777-73.7% | $7,344-68.6% |