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 | $107,005 | $68,868+55.4% | $183,328-41.6% | $67,986+57.4% |
| Participation rate | 56.3% | 57.0%-0.7pp | 77.3%-21.0pp | 57.2%-0.9pp |
| Annual return | 22.63% | 28.80%-6.2pp | 29.67%-7.0pp | 31.67%-9.0pp |
| Employer contribution / active EE | $3,022 | $2,917+3.6% | $5,055-40.2% | $2,019+49.7% |
| Participant deferral / active EE | $4,565 | $4,364+4.6% | $6,795-32.8% | $3,358+36.0% |
| Admin fee / account holder | $5,202 | $3,805+36.7% | $21,427-75.7% | $3,203+62.4% |