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 | $129,884 | $74,927+73.3% | $101,794+27.6% | $84,808+53.2% |
| Participation rate | 67.1% | 61.4%+5.7pp | 69.2%-2.0pp | 68.3%-1.2pp |
| Annual return | 15.79% | 18.70%-2.9pp | 30.53%-14.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,812 | $1,522+84.8% | $2,289+22.9% | $2,631+6.9% |
| Participant deferral / active EE | $6,584 | $3,099+112.4% | $4,084+61.2% | $4,212+56.3% |
| Admin fee / account holder | $2,792 | $6,514-57.1% | $8,777-68.2% | $7,344-62.0% |