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 | $98,561 | $58,512+68.4% | $84,015+17.3% | $72,985+35.0% |
| Participation rate | 60.6% | 61.2%-0.6pp | 69.0%-8.4pp | 69.5%-8.9pp |
| Annual return | 17.91% | 28.93%-11.0pp | 71.31%-53.4pp | 81.00%-63.1pp |
| Employer contribution / active EE | $1,566 | $1,163+34.7% | $1,983-21.0% | $2,440-35.8% |
| Participant deferral / active EE | $4,019 | $2,394+67.9% | $3,239+24.1% | $3,607+11.4% |
| Admin fee / account holder | $1,772 | $4,569-61.2% | $6,101-71.0% | $5,124-65.4% |