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 | $99,047 | $49,025+102.0% | $87,507+13.2% | $62,891+57.5% |
| Participation rate | 68.4% | 64.9%+3.5pp | 73.8%-5.4pp | 69.3%-0.9pp |
| Annual return | 8.55% | 10.02%-1.5pp | 12.21%-3.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $3,225 | $1,372+135.1% | $2,550+26.5% | $2,281+41.4% |
| Participant deferral / active EE | $3,794 | $2,289+65.7% | $3,149+20.5% | $3,203+18.5% |
| Admin fee / account holder | $1,292 | $4,065-68.2% | $4,221-69.4% | $4,296-69.9% |