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 | $103,398 | $74,927+38.0% | $101,794+1.6% | $84,808+21.9% |
| Participation rate | 67.6% | 61.4%+6.2pp | 69.2%-1.6pp | 68.3%-0.7pp |
| Annual return | 15.07% | 18.70%-3.6pp | 30.53%-15.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,066 | $1,522-30.0% | $2,289-53.4% | $2,631-59.5% |
| Participant deferral / active EE | $5,349 | $3,099+72.6% | $4,084+31.0% | $4,212+27.0% |
| Admin fee / account holder | $5,683 | $6,514-12.7% | $8,777-35.2% | $7,344-22.6% |