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 | $87,692 | $48,750+79.9% | $88,946-1.4% | $74,304+18.0% |
| Participation rate | 60.6% | 44.5%+16.1pp | 68.8%-8.3pp | 60.3%+0.2pp |
| Annual return | 17.77% | 25.91%-8.1pp | 57.82%-40.1pp | 29.43%-11.7pp |
| Employer contribution / active EE | $2,103 | $1,255+67.6% | $2,555-17.7% | $2,241-6.2% |
| Participant deferral / active EE | $3,509 | $2,423+44.8% | $4,581-23.4% | $3,767-6.9% |
| Admin fee / account holder | $6,579 | $3,756+75.2% | $8,261-20.4% | $2,969+121.6% |