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 | $131,268 | $76,407+71.8% | $150,298-12.7% | $82,448+59.2% |
| Participation rate | 67.7% | 66.4%+1.3pp | 77.8%-10.0pp | 68.1%-0.3pp |
| Annual return | 16.20% | 39.99%-23.8pp | 62.79%-46.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,504 | $2,614-4.2% | $4,154-39.7% | $2,551-1.8% |
| Participant deferral / active EE | $4,872 | $3,214+51.6% | $5,453-10.6% | $4,139+17.7% |
| Admin fee / account holder | $1,011 | $6,352-84.1% | $14,116-92.8% | $7,234-86.0% |