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 | $113,711 | $74,927+51.8% | $101,794+11.7% | $84,808+34.1% |
| Participation rate | 60.0% | 61.4%-1.4pp | 69.2%-9.2pp | 68.3%-8.3pp |
| Annual return | 14.27% | 18.70%-4.4pp | 30.53%-16.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,008 | $1,522+32.0% | $2,289-12.3% | $2,631-23.7% |
| Participant deferral / active EE | $3,350 | $3,099+8.1% | $4,084-18.0% | $4,212-20.5% |
| Admin fee / account holder | $1,255 | $6,514-80.7% | $8,777-85.7% | $7,344-82.9% |