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 | $51,534 | $39,122+31.7% | $57,179-9.9% | $62,891-18.1% |
| Participation rate | 69.2% | 70.5%-1.3pp | 75.3%-6.1pp | 69.3%-0.1pp |
| Annual return | 15.07% | 9.23%+5.8pp | 14.59%+0.5pp | 20.14%-5.1pp |
| Employer contribution / active EE | $3,272 | $1,874+74.6% | $2,682+22.0% | $2,281+43.4% |
| Participant deferral / active EE | $5,792 | $2,374+144.0% | $3,096+87.1% | $3,203+80.8% |
| Admin fee / account holder | $1,776 | $2,592-31.5% | $3,139-43.4% | $4,296-58.6% |