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 | $63,785 | $47,848+33.3% | $81,478-21.7% | $70,131-9.0% |
| Participation rate | 69.0% | 58.3%+10.7pp | 68.0%+1.0pp | 69.5%-0.6pp |
| Annual return | 16.14% | 27.25%-11.1pp | 38.78%-22.6pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,723 | $1,527+78.3% | $2,568+6.0% | $2,342+16.2% |
| Participant deferral / active EE | $2,251 | $2,453-8.3% | $3,537-36.4% | $3,332-32.4% |
| Admin fee / account holder | $9,004 | $3,145+186.3% | $4,561+97.4% | $4,645+93.8% |