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 | $68,710 | $49,177+39.7% | $79,464-13.5% | $64,186+7.0% |
| Participation rate | 65.4% | 65.0%+0.4pp | 73.3%-7.9pp | 69.6%-4.1pp |
| Annual return | 9.52% | -1.16%+10.7pp | 718.14%-708.6pp | 7.63%+1.9pp |
| Employer contribution / active EE | $1,589 | $2,076-23.5% | $2,800-43.3% | $2,381-33.3% |
| Participant deferral / active EE | $2,782 | $2,821-1.4% | $3,704-24.9% | $3,470-19.8% |
| Admin fee / account holder | $6,833 | $3,839+78.0% | $5,113+33.6% | $4,888+39.8% |