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 | $116,148 | $80,968+43.4% | $96,544+20.3% | $75,163+54.5% |
| Participation rate | 68.4% | 71.8%-3.3pp | 76.0%-7.5pp | 67.2%+1.2pp |
| Annual return | 16.60% | 27.06%-10.5pp | 25.84%-9.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,585 | $2,282-30.5% | $2,965-46.5% | $2,670-40.6% |
| Participant deferral / active EE | $4,341 | $3,928+10.5% | $4,851-10.5% | $4,125+5.2% |
| Admin fee / account holder | $2,854 | $6,724-57.6% | $8,252-65.4% | $5,651-49.5% |