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 | $96,562 | $71,050+35.9% | $93,606+3.2% | $80,856+19.4% |
| Participation rate | 63.3% | 60.4%+2.9pp | 68.7%-5.5pp | 67.6%-4.4pp |
| Annual return | 12.96% | 11.26%+1.7pp | 133.20%-120.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,071 | $1,564+32.4% | $2,420-14.4% | $2,755-24.8% |
| Participant deferral / active EE | $4,400 | $4,034+9.1% | $4,411-0.3% | $4,296+2.4% |
| Admin fee / account holder | $695 | $6,945-90.0% | $8,285-91.6% | $6,918-90.0% |