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 | $105,706 | $57,590+83.5% | $86,233+22.6% | $82,448+28.2% |
| Participation rate | 67.9% | 57.9%+10.0pp | 69.0%-1.2pp | 68.1%-0.2pp |
| Annual return | 14.99% | 22.41%-7.4pp | 61.39%-46.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,651 | $1,655-0.3% | $2,504-34.1% | $2,551-35.3% |
| Participant deferral / active EE | $3,729 | $3,080+21.1% | $4,559-18.2% | $4,139-9.9% |
| Admin fee / account holder | $2,371 | $4,730-49.9% | $8,342-71.6% | $7,234-67.2% |