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 | $94,444 | $56,897+66.0% | $84,750+11.4% | $62,891+50.2% |
| Participation rate | 65.5% | 68.5%-3.0pp | 76.6%-11.1pp | 69.3%-3.8pp |
| Annual return | 6.46% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,409 | $2,400-41.3% | $3,574-60.6% | $2,281-38.2% |
| Participant deferral / active EE | $4,047 | $2,709+49.4% | $3,712+9.0% | $3,203+26.3% |
| Admin fee / account holder | $8,400 | $3,581+134.6% | $5,332+57.5% | $4,296+95.5% |